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 10-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 | $25,401 | $63,346-59.9% | $92,233-72.5% | $70,131-63.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 25.35% | 530.12%-504.8pp | 176.28%-150.9pp | 73.14%-47.8pp |
| Employer contribution / active EE | $4,147 | $2,471+67.8% | $3,679+12.7% | $2,342+77.0% |
| Participant deferral / active EE | $4,239 | $2,854+48.5% | $3,897+8.8% | $3,332+27.2% |
| Admin fee / account holder | $2,068 | $3,840-46.2% | $5,194-60.2% | $4,645-55.5% |