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 7-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 | $43,903 | $102,317-57.1% | $146,958-70.1% | $80,856-45.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 29.45% | 134.76%-105.3pp | 418.34%-388.9pp | 35.59%-6.1pp |
| Employer contribution / active EE | $4,640 | $3,713+25.0% | $4,933-5.9% | $2,755+68.4% |
| Participant deferral / active EE | $11,127 | $6,644+67.5% | $8,070+37.9% | $4,296+159.0% |
| Admin fee / account holder | $4,367 | $7,941-45.0% | $12,998-66.4% | $6,918-36.9% |