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 10-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 | $50,688 | $45,152+12.3% | $73,843-31.4% | $59,632-15.0% |
| Participation rate | 88.1% | 64.0%+24.1pp | 73.4%+14.7pp | 68.7%+19.4pp |
| Annual return | -2.03% | 27.40%-29.4pp | 2267.84%-2269.9pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $14,259 | $1,902+649.8% | $2,787+411.5% | $2,203+547.4% |
| Participant deferral / active EE | $4,780 | $2,574+85.7% | $3,583+33.4% | $3,192+49.8% |
| Admin fee / account holder | $6,988 | $3,516+98.7% | $4,880+43.2% | $4,297+62.6% |