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 | $30,265 | $49,922-39.4% | $80,569-62.4% | $75,163-59.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.15% | 34.69%-16.5pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,716 | $1,698+59.9% | $2,723-0.3% | $2,670+1.7% |
| Participant deferral / active EE | $4,400 | $2,990+47.2% | $4,447-1.1% | $4,125+6.7% |
| Admin fee / account holder | $1,279 | $3,577-64.2% | $5,377-76.2% | $5,651-77.4% |