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 7-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 | $125,000 | $81,900+52.6% | $119,609+4.5% | $68,494+82.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 80.23% | -23.82%+104.0pp | -14.97%+95.2pp | -7.84%+88.1pp |
| Employer contribution / active EE | $1,309 | $2,693-51.4% | $4,232-69.1% | $2,596-49.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $893 | $6,582-86.4% | $10,323-91.3% | $5,403-83.5% |