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 | $26,165 | $65,409-60.0% | $98,442-73.4% | $85,850-69.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.14% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,356 | $2,168+147.1% | $2,960+81.0% | $2,565+108.8% |
| Participant deferral / active EE | $4,380 | $3,166+38.3% | $4,276+2.4% | $3,952+10.9% |
| Admin fee / account holder | $2,351 | $4,593-48.8% | $5,949-60.5% | $6,260-62.4% |