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 | $62,534 | $68,346-8.5% | $94,646-33.9% | $75,163-16.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 27.26% | 616.93%-589.7pp | 156.71%-129.4pp | 160.62%-133.4pp |
| Employer contribution / active EE | $2,170 | $2,701-19.6% | $3,672-40.9% | $2,670-18.7% |
| Participant deferral / active EE | $6,038 | $6,537-7.6% | $7,418-18.6% | $4,125+46.4% |
| Admin fee / account holder | $18,190 | $5,326+241.5% | $7,231+151.6% | $5,651+221.9% |