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 3-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 | $50,089 | $75,828-33.9% | $147,614-66.1% | $59,632-16.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.47% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,224 | $3,485-7.5% | $5,564-42.1% | $2,203+46.4% |
| Participant deferral / active EE | $3,274 | $3,130+4.6% | $4,895-33.1% | $3,192+2.6% |
| Admin fee / account holder | $703 | $5,985-88.3% | $11,611-93.9% | $4,297-83.6% |