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 | $47,445 | $60,124-21.1% | $90,404-47.5% | $79,858-40.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 47.27% | 71.94%-24.7pp | 1293.02%-1245.7pp | 31.71%+15.6pp |
| Employer contribution / active EE | $7,868 | $2,068+280.5% | $3,262+141.2% | $2,471+218.5% |
| Participant deferral / active EE | $10,105 | $2,938+243.9% | $3,963+155.0% | $3,740+170.2% |
| Admin fee / account holder | $4,358 | $3,976+9.6% | $5,611-22.3% | $5,306-17.9% |