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 5-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 | $30,317 | $83,902-63.9% | $167,512-81.9% | $84,808-64.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 36.32% | 91.55%-55.2pp | 1615.79%-1579.5pp | 40.90%-4.6pp |
| Employer contribution / active EE | $4,283 | $2,264+89.2% | $3,882+10.3% | $2,631+62.8% |
| Participant deferral / active EE | $10,663 | $4,442+140.0% | $6,405+66.5% | $4,212+153.2% |
| Admin fee / account holder | $1,708 | $7,915-78.4% | $9,769-82.5% | $7,344-76.7% |