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 3-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 | $45,721 | $57,281-20.2% | $86,612-47.2% | $75,163-39.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.36% | 2670.75%-2652.4pp | 591.07%-572.7pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,004 | $2,314+29.8% | $3,022-0.6% | $2,670+12.5% |
| Participant deferral / active EE | $3,776 | $3,318+13.8% | $4,438-14.9% | $4,125-8.5% |
| Admin fee / account holder | $2,310 | $4,112-43.8% | $5,614-58.9% | $5,651-59.1% |