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 6-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 | $85,014 | $104,907-19.0% | $84,611+0.5% | $152,861-44.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.02% | 373.79%-353.8pp | 258.74%-238.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,932 | $3,302-41.5% | $2,652-27.2% | $4,762-59.4% |
| Participant deferral / active EE | $5,260 | $4,688+12.2% | $3,899+34.9% | $5,850-10.1% |
| Admin fee / account holder | $4,427 | $6,241-29.1% | $4,912-9.9% | $11,596-61.8% |