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 | $76,019 | $158,398-52.0% | $126,539-39.9% | $142,382-46.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 55.60% | 593.76%-538.2pp | 425.95%-370.3pp | 217.08%-161.5pp |
| Employer contribution / active EE | $3,862 | $4,650-16.9% | $3,674+5.1% | $4,299-10.2% |
| Participant deferral / active EE | $4,926 | $4,767+3.3% | $4,083+20.7% | $6,507-24.3% |
| Admin fee / account holder | $18,616 | $6,918+169.1% | $6,065+207.0% | $12,624+47.5% |