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 | $52,059 | $102,317-49.1% | $146,958-64.6% | $80,856-35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.67% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-13.9pp |
| Employer contribution / active EE | $4,731 | $3,713+27.4% | $4,933-4.1% | $2,755+71.7% |
| Participant deferral / active EE | $8,948 | $6,644+34.7% | $8,070+10.9% | $4,296+108.3% |
| Admin fee / account holder | $1,339 | $7,941-83.1% | $12,998-89.7% | $6,918-80.6% |