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 | $33,713 | $118,849-71.6% | $96,562-65.1% | $167,490-79.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.64% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,149 | $3,120-31.1% | $2,356-8.8% | $4,837-55.6% |
| Participant deferral / active EE | $2,826 | $4,616-38.8% | $3,849-26.6% | $6,341-55.4% |
| Admin fee / account holder | $318 | $8,065-96.1% | $6,181-94.8% | $12,309-97.4% |