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 | $56,947 | $91,538-37.8% | $129,995-56.2% | $75,163-24.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 31.12% | -631.11%+662.2pp | -137.18%+168.3pp | 160.62%-129.5pp |
| Employer contribution / active EE | $3,247 | $2,845+14.1% | $4,320-24.8% | $2,670+21.6% |
| Participant deferral / active EE | $7,318 | $4,341+68.6% | $5,820+25.7% | $4,125+77.4% |
| Admin fee / account holder | $6,815 | $6,790+0.4% | $10,614-35.8% | $5,651+20.6% |