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 | $27,027 | $61,774-56.2% | $97,226-72.2% | $80,856-66.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 19.07% | -557.90%+577.0pp | 75.13%-56.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,146 | $1,837+125.7% | $2,729+51.9% | $2,755+50.5% |
| Participant deferral / active EE | $2,152 | $3,029-28.9% | $4,264-49.5% | $4,296-49.9% |
| Admin fee / account holder | $584 | $5,166-88.7% | $5,654-89.7% | $6,918-91.6% |