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 10-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 | $26,829 | $48,570-44.8% | $130,648-79.5% | $72,985-63.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 25.48% | 38.63%-13.1pp | 1708.96%-1683.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,721 | $1,334+29.0% | $4,092-57.9% | $2,440-29.5% |
| Participant deferral / active EE | $3,245 | $2,384+36.1% | $3,603-9.9% | $3,607-10.0% |
| Admin fee / account holder | $932 | $3,549-73.7% | $5,464-82.9% | $5,124-81.8% |