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 6-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 | $62,032 | $112,881-45.0% | $90,951-31.8% | $158,922-61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 105.25% | 215.79%-110.5pp | 134.60%-29.4pp | 302.83%-197.6pp |
| Employer contribution / active EE | $2,129 | $2,893-26.4% | $2,122+0.3% | $4,761-55.3% |
| Participant deferral / active EE | $1,985 | $4,128-51.9% | $3,373-41.1% | $5,982-66.8% |
| Admin fee / account holder | $68,727 | $8,041+754.7% | $5,959+1053.4% | $11,246+511.1% |