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 | $22,032 | $72,177-69.5% | $115,037-80.8% | $59,632-63.1% |
| Participation rate | 98.3% | 72.6%+25.8pp | 81.4%+17.0pp | 68.7%+29.7pp |
| Annual return | 8.17% | 12.02%-3.8pp | 26.14%-18.0pp | 2041.28%-2033.1pp |
| Employer contribution / active EE | $5,133 | $2,841+80.7% | $4,608+11.4% | $2,203+133.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $741 | $4,927-85.0% | $8,175-90.9% | $4,297-82.8% |