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 8-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 | $28,645 | $106,890-73.2% | $84,015-65.9% | $152,861-81.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 28.94% | 104.99%-76.1pp | 71.31%-42.4pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,902 | $2,734-30.5% | $1,983-4.1% | $4,762-60.1% |
| Participant deferral / active EE | $6,844 | $4,011+70.6% | $3,239+111.3% | $5,850+17.0% |
| Admin fee / account holder | $3,235 | $8,285-61.0% | $6,101-47.0% | $11,596-72.1% |