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 | $34,480 | $65,409-47.3% | $98,442-65.0% | $85,850-59.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.24% | 21.76%-5.5pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,677 | $2,168+69.6% | $2,960+24.2% | $2,565+43.4% |
| Participant deferral / active EE | $4,601 | $3,166+45.3% | $4,276+7.6% | $3,952+16.4% |
| Admin fee / account holder | $1,883 | $4,593-59.0% | $5,949-68.3% | $6,260-69.9% |