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 | $80,812-18.9% | $160,784-59.2% | $82,448-20.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.29% | 100.59%-85.3pp | 1803.92%-1788.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,773 | $2,174+27.6% | $3,733-25.7% | $2,551+8.7% |
| Participant deferral / active EE | $5,221 | $4,335+20.4% | $6,293-17.0% | $4,139+26.1% |
| Admin fee / account holder | $9,686 | $7,695+25.9% | $9,717-0.3% | $7,234+33.9% |