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 | $61,544 | $102,317-39.8% | $146,958-58.1% | $80,856-23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.48% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $4,950 | $3,713+33.3% | $4,933+0.4% | $2,755+79.7% |
| Participant deferral / active EE | $8,166 | $6,644+22.9% | $8,070+1.2% | $4,296+90.1% |
| Admin fee / account holder | $2,544 | $7,941-68.0% | $12,998-80.4% | $6,918-63.2% |