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 | $28,565 | $70,756-59.6% | $65,493-56.4% | $142,382-79.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.88% | 1754.89%-1731.0pp | 982.45%-958.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,378 | $2,881+52.0% | $2,574+70.1% | $4,299+1.8% |
| Participant deferral / active EE | $6,451 | $4,637+39.1% | $3,961+62.9% | $6,507-0.9% |
| Admin fee / account holder | $2,050 | $6,559-68.7% | $5,028-59.2% | $12,624-83.8% |