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 | $91,271 | $73,515+24.2% | $62,995+44.9% | $147,584-38.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.79% | 175.43%-154.6pp | 87.57%-66.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,932 | $3,320-11.7% | $2,759+6.3% | $4,876-39.9% |
| Participant deferral / active EE | $5,535 | $4,185+32.3% | $3,329+66.2% | $5,439+1.8% |
| Admin fee / account holder | $39,860 | $5,953+569.5% | $3,600+1007.2% | $10,885+266.2% |