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 | $28,207 | $64,839-56.5% | $95,585-70.5% | $84,808-66.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.25% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,301 | $1,759+30.8% | $2,527-8.9% | $2,631-12.6% |
| Participant deferral / active EE | $4,565 | $2,965+54.0% | $4,023+13.5% | $4,212+8.4% |
| Admin fee / account holder | $684 | $5,964-88.5% | $6,127-88.8% | $7,344-90.7% |