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 | $43,560 | $58,208-25.2% | $81,812-46.8% | $80,856-46.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 20.90% | 41.66%-20.8pp | 773.79%-752.9pp | 35.59%-14.7pp |
| Employer contribution / active EE | $4,976 | $2,340+112.7% | $2,912+70.9% | $2,755+80.6% |
| Participant deferral / active EE | $8,879 | $3,281+170.6% | $4,319+105.6% | $4,296+106.7% |
| Admin fee / account holder | $1,439 | $4,981-71.1% | $7,386-80.5% | $6,918-79.2% |