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 | $44,502 | $65,409-32.0% | $98,442-54.8% | $85,850-48.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.10% | 21.76%-7.7pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $4,573 | $2,168+111.0% | $2,960+54.5% | $2,565+78.3% |
| Participant deferral / active EE | $4,130 | $3,166+30.4% | $4,276-3.4% | $3,952+4.5% |
| Admin fee / account holder | $10,160 | $4,593+121.2% | $5,949+70.8% | $6,260+62.3% |