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 | $15,215 | $80,812-81.2% | $160,784-90.5% | $82,448-81.5% |
| Participation rate | 94.6% | 66.2%+28.4pp | 77.0%+17.6pp | 68.1%+26.5pp |
| Annual return | 21.62% | 100.59%-79.0pp | 1803.92%-1782.3pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,552 | $2,174-28.6% | $3,733-58.4% | $2,551-39.2% |
| Participant deferral / active EE | $3,174 | $4,335-26.8% | $6,293-49.6% | $4,139-23.3% |
| Admin fee / account holder | $347 | $7,695-95.5% | $9,717-96.4% | $7,234-95.2% |