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 | $26,289 | $70,756-62.8% | $65,493-59.9% | $142,382-81.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.53% | 1754.89%-1732.4pp | 982.45%-959.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,765 | $2,881-38.7% | $2,574-31.4% | $4,299-58.9% |
| Participant deferral / active EE | $6,106 | $4,637+31.7% | $3,961+54.2% | $6,507-6.2% |
| Admin fee / account holder | $2,608 | $6,559-60.2% | $5,028-48.1% | $12,624-79.3% |