See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,624 | $61,774+6.2% | $97,226-32.5% | $80,856-18.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.68% | -557.90%+571.6pp | 75.13%-61.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,268 | $1,837+186.9% | $2,729+93.1% | $2,755+91.2% |
| Participant deferral / active EE | $2,856 | $3,029-5.7% | $4,264-33.0% | $4,296-33.5% |
| Admin fee / account holder | $631 | $5,166-87.8% | $5,654-88.8% | $6,918-90.9% |