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 4-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 | $40,493 | $100,773-59.8% | $88,946-54.5% | $142,382-71.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.08% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,774 | $2,918+63.6% | $2,555+86.9% | $4,299+11.1% |
| Participant deferral / active EE | $19,138 | $5,230+265.9% | $4,581+317.7% | $6,507+194.1% |
| Admin fee / account holder | $8,262 | $9,693-14.8% | $8,2610% | $12,624-34.6% |