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 | $30,938 | $168,632-81.7% | $147,614-79.0% | $125,391-75.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.68% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $9,277 | $6,252+48.4% | $5,564+66.7% | $4,866+90.6% |
| Participant deferral / active EE | $5,365 | $5,507-2.6% | $4,895+9.6% | $5,352+0.2% |
| Admin fee / account holder | $723 | $13,580-94.7% | $11,611-93.8% | $9,540-92.4% |