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 5-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 | $27,227 | $97,125-72.0% | $86,233-68.4% | $137,256-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.15% | 74.19%-49.0pp | 61.39%-36.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $7,725 | $2,841+171.9% | $2,504+208.5% | $4,156+85.9% |
| Participant deferral / active EE | $16,988 | $5,180+228.0% | $4,559+272.6% | $6,407+165.1% |
| Admin fee / account holder | $4,071 | $9,725-58.1% | $8,342-51.2% | $12,270-66.8% |