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 | $64,148 | $102,317-37.3% | $146,958-56.3% | $80,856-20.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.57% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,606 | $3,713-2.9% | $4,933-26.9% | $2,755+30.9% |
| Participant deferral / active EE | $13,256 | $6,644+99.5% | $8,070+64.3% | $4,296+208.6% |
| Admin fee / account holder | $554 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |