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 8-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 | $55,884 | $83,902-33.4% | $167,512-66.6% | $84,808-34.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 19.25% | 91.55%-72.3pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,669 | $2,264+62.1% | $3,882-5.5% | $2,631+39.5% |
| Participant deferral / active EE | $4,177 | $4,442-6.0% | $6,405-34.8% | $4,212-0.8% |
| Admin fee / account holder | $493 | $7,915-93.8% | $9,769-94.9% | $7,344-93.3% |