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 | $10,696 | $52,353-79.6% | $120,225-91.1% | $82,448-87.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 21.19% | 61.85%-40.7pp | 439.23%-418.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,102 | $1,510+39.2% | $3,475-39.5% | $2,551-17.6% |
| Participant deferral / active EE | $2,846 | $2,627+8.4% | $3,999-28.8% | $4,139-31.2% |
| Admin fee / account holder | $2,373 | $4,363-45.6% | $5,696-58.3% | $7,234-67.2% |