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 | $43,140 | $98,750-56.3% | $149,696-71.2% | $79,858-46.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.43% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $4,358 | $3,216+35.5% | $4,644-6.2% | $2,471+76.4% |
| Participant deferral / active EE | $9,464 | $5,680+66.6% | $6,842+38.3% | $3,740+153.0% |
| Admin fee / account holder | $1,033 | $6,053-82.9% | $9,309-88.9% | $5,306-80.5% |