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 | $30,253 | $65,561-53.9% | $86,188-64.9% | $75,163-59.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 21.72% | 46.05%-24.3pp | 1168.45%-1146.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,037 | $1,553+95.6% | $2,380+27.6% | $2,670+13.7% |
| Participant deferral / active EE | $3,838 | $3,024+26.9% | $3,985-3.7% | $4,125-7.0% |
| Admin fee / account holder | $1,335 | $5,474-75.6% | $6,852-80.5% | $5,651-76.4% |