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 6-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 | $28,848 | $54,705-47.3% | $71,209-59.5% | $84,808-66.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.65% | 35.90%-19.2pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,496 | $2,158-30.7% | $2,721-45.0% | $2,631-43.2% |
| Participant deferral / active EE | $6,650 | $3,030+119.4% | $4,175+59.3% | $4,212+57.9% |
| Admin fee / account holder | $1,376 | $4,863-71.7% | $5,349-74.3% | $7,344-81.3% |