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 7-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 | $50,226 | $100,852-50.2% | $90,404-44.4% | $158,922-68.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.54% | 1724.20%-1701.7pp | 1293.02%-1270.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,742 | $3,689-25.7% | $3,262-15.9% | $4,761-42.4% |
| Participant deferral / active EE | $4,583 | $4,348+5.4% | $3,963+15.6% | $5,982-23.4% |
| Admin fee / account holder | $475 | $6,501-92.7% | $5,611-91.5% | $11,246-95.8% |