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 | $23,862 | $70,756-66.3% | $65,493-63.6% | $142,382-83.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 77.79% | 1754.89%-1677.1pp | 982.45%-904.7pp | 217.08%-139.3pp |
| Employer contribution / active EE | $2,030 | $2,881-29.5% | $2,574-21.2% | $4,299-52.8% |
| Participant deferral / active EE | $4,876 | $4,637+5.1% | $3,961+23.1% | $6,507-25.1% |
| Admin fee / account holder | $1,955 | $6,559-70.2% | $5,028-61.1% | $12,624-84.5% |