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 | $32,931 | $51,576-36.1% | $129,207-74.5% | $80,856-59.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.45% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,925 | $1,584+84.7% | $4,153-29.6% | $2,755+6.2% |
| Participant deferral / active EE | $4,264 | $2,669+59.8% | $4,168+2.3% | $4,296-0.7% |
| Admin fee / account holder | $581 | $4,305-86.5% | $7,715-92.5% | $6,918-91.6% |