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 | $52,279 | $82,664-36.8% | $125,339-58.3% | $68,494-23.7% |
| Participation rate | 96.7% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | 19.97% | -5.97%+25.9pp | 572.05%-552.1pp | -7.84%+27.8pp |
| Employer contribution / active EE | $4,139 | $3,381+22.4% | $4,814-14.0% | $2,596+59.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $417 | $6,275-93.4% | $10,010-95.8% | $5,403-92.3% |