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 | $89,553 | $137,414-34.8% | $189,513-52.7% | $85,850+4.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 183.09% | 38.14%+144.9pp | 555.15%-372.1pp | 318.53%-135.4pp |
| Employer contribution / active EE | $5,005 | $4,344+15.2% | $6,162-18.8% | $2,565+95.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,778 | $8,630-67.8% | $12,045-76.9% | $6,260-55.6% |