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 | $38,718 | $64,839-40.3% | $95,585-59.5% | $84,808-54.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 35.95% | -670.96%+706.9pp | 38.56%-2.6pp | 40.90%-4.9pp |
| Employer contribution / active EE | $2,819 | $1,759+60.3% | $2,527+11.6% | $2,631+7.1% |
| Participant deferral / active EE | $7,424 | $2,965+150.4% | $4,023+84.6% | $4,212+76.3% |
| Admin fee / account holder | $2,863 | $5,964-52.0% | $6,127-53.3% | $7,344-61.0% |