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 | $32,975 | $102,317-67.8% | $146,958-77.6% | $80,856-59.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 83.23% | 134.76%-51.5pp | 418.34%-335.1pp | 35.59%+47.6pp |
| Employer contribution / active EE | $4,456 | $3,713+20.0% | $4,933-9.7% | $2,755+61.8% |
| Participant deferral / active EE | $3,517 | $6,644-47.1% | $8,070-56.4% | $4,296-18.1% |
| Admin fee / account holder | $513 | $7,941-93.5% | $12,998-96.1% | $6,918-92.6% |