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 5-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 | $18,786 | $48,795-61.5% | $65,493-71.3% | $84,808-77.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 22.79% | 20.20%+2.6pp | 982.45%-959.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,000 | $1,930+55.5% | $2,574+16.5% | $2,631+14.0% |
| Participant deferral / active EE | $5,790 | $2,928+97.7% | $3,961+46.2% | $4,212+37.5% |
| Admin fee / account holder | $526 | $3,877-86.4% | $5,028-89.5% | $7,344-92.8% |