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 | $47,189 | $106,890-55.9% | $84,015-43.8% | $152,861-69.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.37% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,286 | $2,734+129.9% | $1,983+216.9% | $4,762+32.0% |
| Participant deferral / active EE | $5,947 | $4,011+48.3% | $3,239+83.6% | $5,850+1.7% |
| Admin fee / account holder | $375 | $8,285-95.5% | $6,101-93.9% | $11,596-96.8% |