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 9-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 | $57,551 | $106,890-46.2% | $84,015-31.5% | $152,861-62.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.13% | 104.99%-86.9pp | 71.31%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $5,450 | $2,734+99.3% | $1,983+174.8% | $4,762+14.4% |
| Participant deferral / active EE | $5,952 | $4,011+48.4% | $3,239+83.8% | $5,850+1.7% |
| Admin fee / account holder | $1,845 | $8,285-77.7% | $6,101-69.8% | $11,596-84.1% |