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 | $34,149 | $102,317-66.6% | $146,958-76.8% | $80,856-57.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 44.21% | 134.76%-90.5pp | 418.34%-374.1pp | 35.59%+8.6pp |
| Employer contribution / active EE | $6,734 | $3,713+81.4% | $4,933+36.5% | $2,755+144.4% |
| Participant deferral / active EE | $8,377 | $6,644+26.1% | $8,070+3.8% | $4,296+95.0% |
| Admin fee / account holder | $345 | $7,941-95.7% | $12,998-97.3% | $6,918-95.0% |