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 | $18,675 | $60,124-68.9% | $90,404-79.3% | $79,858-76.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 37.26% | 71.94%-34.7pp | 1293.02%-1255.8pp | 31.71%+5.5pp |
| Employer contribution / active EE | $6,041 | $2,068+192.2% | $3,262+85.2% | $2,471+144.5% |
| Participant deferral / active EE | $5,236 | $2,938+78.2% | $3,963+32.1% | $3,740+40.0% |
| Admin fee / account holder | $307 | $3,976-92.3% | $5,611-94.5% | $5,306-94.2% |