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 7-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 | $31,148 | $46,553-33.1% | $64,056-51.4% | $75,163-58.6% |
| Participation rate | 88.7% | 65.9%+22.8pp | 72.3%+16.4pp | 67.2%+21.5pp |
| Annual return | 17.99% | 26.03%-8.0pp | 33.69%-15.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $7,013 | $1,974+255.3% | $2,747+155.3% | $2,670+162.7% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,446 | $2,952-17.1% | $3,068-20.3% | $5,651-56.7% |