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 | $31,854 | $57,281-44.4% | $86,612-63.2% | $75,163-57.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.19% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,341 | $2,314-42.1% | $3,022-55.6% | $2,670-49.8% |
| Participant deferral / active EE | $2,101 | $3,318-36.7% | $4,438-52.7% | $4,125-49.1% |
| Admin fee / account holder | $1,970 | $4,112-52.1% | $5,614-64.9% | $5,651-65.1% |