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 10-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 | $63,386 | $45,152+40.4% | $73,843-14.2% | $59,632+6.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.06% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $5,470 | $1,902+187.6% | $2,787+96.2% | $2,203+148.4% |
| Participant deferral / active EE | $4,926 | $2,574+91.4% | $3,583+37.5% | $3,192+54.4% |
| Admin fee / account holder | $3,698 | $3,516+5.2% | $4,880-24.2% | $4,297-13.9% |