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 | $82,274 | $118,849-30.8% | $96,562-14.8% | $167,490-50.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 50.49%-37.1pp | 37.78%-24.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $5,832 | $3,120+86.9% | $2,356+147.5% | $4,837+20.6% |
| Participant deferral / active EE | $6,496 | $4,616+40.7% | $3,849+68.8% | $6,341+2.4% |
| Admin fee / account holder | $3,443 | $8,065-57.3% | $6,181-44.3% | $12,309-72.0% |