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 | $63,060 | $85,202-26.0% | $172,739-63.5% | $72,985-13.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.77% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,852 | $3,324-14.2% | $5,143-44.5% | $2,440+16.9% |
| Participant deferral / active EE | $3,268 | $3,260+0.3% | $5,198-37.1% | $3,607-9.4% |
| Admin fee / account holder | $69,442 | $5,884+1080.2% | $13,954+397.6% | $5,124+1255.1% |