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 | $26,997 | $102,317-73.6% | $146,958-81.6% | $80,856-66.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 31.46% | 134.76%-103.3pp | 418.34%-386.9pp | 35.59%-4.1pp |
| Employer contribution / active EE | $5,249 | $3,713+41.4% | $4,933+6.4% | $2,755+90.5% |
| Participant deferral / active EE | $3,607 | $6,644-45.7% | $8,070-55.3% | $4,296-16.0% |
| Admin fee / account holder | $1,003 | $7,941-87.4% | $12,998-92.3% | $6,918-85.5% |