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 8-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 | $67,153 | $108,642-38.2% | $74,701-10.1% | $152,861-56.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.70% | 114.06%-98.4pp | 752.92%-737.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,229 | $1,503-18.2% | $1,084+13.4% | $4,762-74.2% |
| Participant deferral / active EE | $3,157 | $2,712+16.4% | $1,964+60.8% | $5,850-46.0% |
| Admin fee / account holder | $701 | $4,902-85.7% | $3,333-79.0% | $11,596-94.0% |