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 8-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 | $20,858 | $54,762-61.9% | $90,281-76.9% | $72,985-71.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 47.29% | 30.63%+16.7pp | 78.10%-30.8pp | 81.00%-33.7pp |
| Employer contribution / active EE | $3,043 | $2,092+45.4% | $2,854+6.6% | $2,440+24.7% |
| Participant deferral / active EE | $4,405 | $2,887+52.6% | $3,885+13.4% | $3,607+22.1% |
| Admin fee / account holder | $694 | $3,972-82.5% | $5,351-87.0% | $5,124-86.5% |