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 4-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 | $54,802 | $70,756-22.5% | $65,493-16.3% | $142,382-61.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.75% | 1754.89%-1734.1pp | 982.45%-961.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,921 | $2,881+140.3% | $2,574+168.8% | $4,299+61.0% |
| Participant deferral / active EE | $11,613 | $4,637+150.4% | $3,961+193.2% | $6,507+78.5% |
| Admin fee / account holder | $5,450 | $6,559-16.9% | $5,028+8.4% | $12,624-56.8% |