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 7-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 | $59,857 | $60,124-0.4% | $90,404-33.8% | $79,858-25.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.24% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,708 | $2,068-17.4% | $3,262-47.6% | $2,471-30.9% |
| Participant deferral / active EE | $4,382 | $2,938+49.2% | $3,963+10.6% | $3,740+17.2% |
| Admin fee / account holder | $14,559 | $3,976+266.1% | $5,611+159.5% | $5,306+174.4% |