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 | $65,792 | $102,317-35.7% | $146,958-55.2% | $80,856-18.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.96% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,412 | $3,713-35.0% | $4,933-51.1% | $2,755-12.4% |
| Participant deferral / active EE | $3,444 | $6,644-48.2% | $8,070-57.3% | $4,296-19.8% |
| Admin fee / account holder | $7,129 | $7,941-10.2% | $12,998-45.2% | $6,918+3.1% |