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 9-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 | $36,779 | $48,230-23.7% | $67,502-45.5% | $80,856-54.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.49% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,153 | $2,020+56.1% | $2,731+15.5% | $2,755+14.5% |
| Participant deferral / active EE | $2,007 | $2,924-31.4% | $4,000-49.8% | $4,296-53.3% |
| Admin fee / account holder | $2,195 | $3,681-40.4% | $3,998-45.1% | $6,918-68.3% |