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 8-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 | $65,556 | $83,902-21.9% | $167,512-60.9% | $84,808-22.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.29% | 91.55%-76.3pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,773 | $2,264+22.5% | $3,882-28.6% | $2,631+5.4% |
| Participant deferral / active EE | $5,221 | $4,442+17.5% | $6,405-18.5% | $4,212+24.0% |
| Admin fee / account holder | $9,686 | $7,915+22.4% | $9,769-0.9% | $7,344+31.9% |