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 9-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 | $42,102 | $45,152-6.8% | $73,843-43.0% | $59,632-29.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.93% | 27.40%-24.5pp | 2267.84%-2264.9pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $4,141 | $1,902+117.7% | $2,787+48.5% | $2,203+88.0% |
| Participant deferral / active EE | $6,573 | $2,574+155.4% | $3,583+83.4% | $3,192+106.0% |
| Admin fee / account holder | $2,853 | $3,516-18.9% | $4,880-41.5% | $4,297-33.6% |