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 | $29,847 | $68,346-56.3% | $94,646-68.5% | $75,163-60.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 38.72% | 616.93%-578.2pp | 156.71%-118.0pp | 160.62%-121.9pp |
| Employer contribution / active EE | $2,266 | $2,701-16.1% | $3,672-38.3% | $2,670-15.1% |
| Participant deferral / active EE | $8,216 | $6,537+25.7% | $7,418+10.8% | $4,125+99.2% |
| Admin fee / account holder | $1,901 | $5,326-64.3% | $7,231-73.7% | $5,651-66.4% |