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 | $65,483 | $45,152+45.0% | $73,843-11.3% | $59,632+9.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.69% | 27.40%-28.1pp | 2267.84%-2268.5pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $5,137 | $1,902+170.1% | $2,787+84.3% | $2,203+133.2% |
| Participant deferral / active EE | $4,271 | $2,574+65.9% | $3,583+19.2% | $3,192+33.8% |
| Admin fee / account holder | $7,950 | $3,516+126.1% | $4,880+62.9% | $4,297+85.0% |