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 | $51,861 | $133,922-61.3% | $116,228-55.4% | $142,382-63.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.94% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,884 | $3,446-45.3% | $2,994-37.1% | $4,299-56.2% |
| Participant deferral / active EE | $8,191 | $5,672+44.4% | $4,953+65.4% | $6,507+25.9% |
| Admin fee / account holder | $427 | $14,945-97.1% | $11,989-96.4% | $12,624-96.6% |