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 | $34,837 | $60,124-42.1% | $90,404-61.5% | $79,858-56.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.17% | 71.94%-53.8pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,308 | $2,068+60.0% | $3,262+1.4% | $2,471+33.9% |
| Participant deferral / active EE | $6,084 | $2,938+107.1% | $3,963+53.5% | $3,740+62.7% |
| Admin fee / account holder | $3,608 | $3,976-9.3% | $5,611-35.7% | $5,306-32.0% |