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 | $39,906 | $85,766-53.5% | $136,294-70.7% | $70,131-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.29% | 31.45%-17.2pp | 5155.94%-5141.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,613 | $2,966+55.5% | $4,695-1.8% | $2,342+96.9% |
| Participant deferral / active EE | $10,268 | $5,051+103.3% | $6,247+64.4% | $3,332+208.2% |
| Admin fee / account holder | $4,175 | $5,420-23.0% | $9,243-54.8% | $4,645-10.1% |