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 | $34,928 | $70,428-50.4% | $96,562-63.8% | $85,850-59.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.32% | 18.59%-7.3pp | 37.78%-26.5pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,808 | $1,413+28.0% | $2,356-23.3% | $2,565-29.5% |
| Participant deferral / active EE | $1,540 | $2,894-46.8% | $3,849-60.0% | $3,952-61.0% |
| Admin fee / account holder | $753 | $4,997-84.9% | $6,181-87.8% | $6,260-88.0% |