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 9-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 | $25,652 | $150,187-82.9% | $120,354-78.7% | $145,922-82.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.52% | 154.07%-133.5pp | 107.15%-86.6pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,583 | $4,348-17.6% | $3,463+3.5% | $4,660-23.1% |
| Participant deferral / active EE | $2,571 | $6,173-58.4% | $4,991-48.5% | $6,688-61.6% |
| Admin fee / account holder | $3,045 | $12,207-75.1% | $9,423-67.7% | $13,397-77.3% |