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 | $50,072 | $68,097-26.5% | $62,929-20.4% | $137,256-63.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.44% | 1859.11%-1839.7pp | 1063.93%-1044.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,595 | $2,811+63.4% | $2,505+83.4% | $4,156+10.6% |
| Participant deferral / active EE | $10,691 | $4,553+134.8% | $3,888+175.0% | $6,407+66.9% |
| Admin fee / account holder | $2,727 | $6,521-58.2% | $5,065-46.2% | $12,270-77.8% |