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 | $48,218 | $60,124-19.8% | $90,404-46.7% | $79,858-39.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.94% | 71.94%-49.0pp | 1293.02%-1270.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,689 | $2,068+78.4% | $3,262+13.1% | $2,471+49.3% |
| Participant deferral / active EE | $5,988 | $2,938+103.8% | $3,963+51.1% | $3,740+60.1% |
| Admin fee / account holder | $7,128 | $3,976+79.3% | $5,611+27.0% | $5,306+34.3% |