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 | $53,516-80.0% | $126,539-91.5% | $84,808-87.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 21.19% | 58.34%-37.1pp | 425.95%-404.8pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,102 | $1,535+37.0% | $3,674-42.8% | $2,631-20.1% |
| Participant deferral / active EE | $2,846 | $2,671+6.6% | $4,083-30.3% | $4,212-32.4% |
| Admin fee / account holder | $2,373 | $4,497-47.2% | $6,065-60.9% | $7,344-67.7% |