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 | $34,459 | $102,317-66.3% | $146,958-76.6% | $80,856-57.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.16% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,784 | $3,713+1.9% | $4,933-23.3% | $2,755+37.4% |
| Participant deferral / active EE | $6,894 | $6,644+3.8% | $8,070-14.6% | $4,296+60.5% |
| Admin fee / account holder | $6,450 | $7,941-18.8% | $12,998-50.4% | $6,918-6.8% |