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 6-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 | $25,472 | $82,664-69.2% | $125,339-79.7% | $68,494-62.8% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | 33.07% | -5.97%+39.0pp | 572.05%-539.0pp | -7.84%+40.9pp |
| Employer contribution / active EE | $4,734 | $3,381+40.0% | $4,814-1.6% | $2,596+82.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,403 | $6,275-77.6% | $10,010-86.0% | $5,403-74.0% |