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 | $102,382-37.3% | $147,005-56.4% | $80,874-20.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.57% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,606 | $3,715-2.9% | $4,934-26.9% | $2,756+30.9% |
| Participant deferral / active EE | $13,256 | $6,646+99.4% | $8,070+64.3% | $4,297+208.5% |
| Admin fee / account holder | $554 | $7,942-93.0% | $13,006-95.7% | $6,935-92.0% |