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 | $36,328 | $83,902-56.7% | $167,512-78.3% | $84,808-57.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 19.46% | 91.55%-72.1pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,005 | $2,264+76.9% | $3,882+3.2% | $2,631+52.2% |
| Participant deferral / active EE | $9,619 | $4,442+116.5% | $6,405+50.2% | $4,212+128.4% |
| Admin fee / account holder | $2,248 | $7,915-71.6% | $9,769-77.0% | $7,344-69.4% |