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 | $26,254 | $65,561-60.0% | $86,188-69.5% | $75,163-65.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 21.17% | 46.05%-24.9pp | 1168.45%-1147.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,609 | $1,553+132.5% | $2,380+51.6% | $2,670+35.2% |
| Participant deferral / active EE | $5,350 | $3,024+76.9% | $3,985+34.2% | $4,125+29.7% |
| Admin fee / account holder | $4,140 | $5,474-24.4% | $6,852-39.6% | $5,651-26.7% |