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 9-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 | $166,943 | $45,566+266.4% | $64,105+160.4% | $59,632+180.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 3.21% | 4.95%-1.7pp | 791.24%-788.0pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $2,903 | $934+210.8% | $1,820+59.5% | $2,203+31.8% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $686 | $3,268-79.0% | $4,499-84.7% | $4,297-84.0% |