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 | $34,597 | $102,317-66.2% | $146,958-76.5% | $80,856-57.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.82% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,201 | $3,713+13.1% | $4,933-14.8% | $2,755+52.5% |
| Participant deferral / active EE | $6,604 | $6,644-0.6% | $8,070-18.2% | $4,296+53.7% |
| Admin fee / account holder | $2,115 | $7,941-73.4% | $12,998-83.7% | $6,918-69.4% |