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 | $29,761 | $48,795-39.0% | $65,493-54.6% | $84,808-64.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 37.13% | 20.20%+16.9pp | 982.45%-945.3pp | 40.90%-3.8pp |
| Employer contribution / active EE | $3,740 | $1,930+93.8% | $2,574+45.3% | $2,631+42.1% |
| Participant deferral / active EE | $5,925 | $2,928+102.3% | $3,961+49.6% | $4,212+40.7% |
| Admin fee / account holder | $542 | $3,877-86.0% | $5,028-89.2% | $7,344-92.6% |