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 | $26,768 | $60,124-55.5% | $90,404-70.4% | $79,858-66.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.31% | 71.94%-53.6pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,973 | $2,068-4.6% | $3,262-39.5% | $2,471-20.1% |
| Participant deferral / active EE | $3,527 | $2,938+20.0% | $3,963-11.0% | $3,740-5.7% |
| Admin fee / account holder | $3,019 | $3,976-24.1% | $5,611-46.2% | $5,306-43.1% |