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 3-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 | $36,292 | $54,705-33.7% | $71,209-49.0% | $84,808-57.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.04% | 35.90%-12.9pp | 282.51%-259.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $7,463 | $2,158+245.8% | $2,721+174.3% | $2,631+183.7% |
| Participant deferral / active EE | $11,243 | $3,030+271.0% | $4,175+169.3% | $4,212+167.0% |
| Admin fee / account holder | $2,478 | $4,863-49.1% | $5,349-53.7% | $7,344-66.3% |