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 | $63,441 | $105,998-40.1% | $92,233-31.2% | $147,584-57.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,279 | $4,333-47.4% | $3,679-38.1% | $4,876-53.3% |
| Participant deferral / active EE | $8,307 | $4,478+85.5% | $3,897+113.2% | $5,439+52.7% |
| Admin fee / account holder | $549 | $6,332-91.3% | $5,194-89.4% | $10,885-95.0% |