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 | $28,498 | $102,966-72.3% | $90,281-68.4% | $152,861-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 52.04% | 95.16%-43.1pp | 78.10%-26.1pp | 345.32%-293.3pp |
| Employer contribution / active EE | $4,535 | $3,139+44.5% | $2,854+58.9% | $4,762-4.8% |
| Participant deferral / active EE | $6,768 | $4,281+58.1% | $3,885+74.2% | $5,850+15.7% |
| Admin fee / account holder | $343 | $6,171-94.4% | $5,351-93.6% | $11,596-97.0% |