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 | $40,465 | $76,407-47.0% | $150,298-73.1% | $82,448-50.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.33% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,524 | $2,614-41.7% | $4,154-63.3% | $2,551-40.3% |
| Participant deferral / active EE | $5,757 | $3,214+79.1% | $5,453+5.6% | $4,139+39.1% |
| Admin fee / account holder | $31,538 | $6,352+396.5% | $14,116+123.4% | $7,234+335.9% |