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 | $57,764 | $108,919-47.0% | $100,391-42.5% | $145,922-60.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,452 | $4,419-44.5% | $3,942-37.8% | $4,660-47.4% |
| Participant deferral / active EE | $7,571 | $8,445-10.3% | $8,082-6.3% | $6,688+13.2% |
| Admin fee / account holder | $14,076 | $9,689+45.3% | $7,899+78.2% | $13,397+5.1% |