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 | $31,003 | $65,561-52.7% | $86,188-64.0% | $75,163-58.8% |
| Participation rate | 78.1% | 60.5%+17.6pp | 69.0%+9.1pp | 67.2%+10.9pp |
| Annual return | 14.84% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,702 | $1,553+74.0% | $2,380+13.5% | $2,670+1.2% |
| Participant deferral / active EE | $5,232 | $3,024+73.0% | $3,985+31.3% | $4,125+26.8% |
| Admin fee / account holder | $11,746 | $5,474+114.6% | $6,852+71.4% | $5,651+107.9% |