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 | $22,654 | $106,890-78.8% | $84,015-73.0% | $152,861-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.41% | 104.99%-96.6pp | 71.31%-62.9pp | 345.32%-336.9pp |
| Employer contribution / active EE | $1,904 | $2,734-30.4% | $1,983-4.0% | $4,762-60.0% |
| Participant deferral / active EE | $3,632 | $4,011-9.5% | $3,239+12.1% | $5,850-37.9% |
| Admin fee / account holder | $32,994 | $8,285+298.2% | $6,101+440.8% | $11,596+184.5% |