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 7-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 | $19,275 | $91,190-78.9% | $178,490-89.2% | $79,858-75.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 32.43% | 24.19%+8.2pp | 151.07%-118.6pp | 31.71%+0.7pp |
| Employer contribution / active EE | $1,986 | $3,256-39.0% | $5,011-60.4% | $2,471-19.6% |
| Participant deferral / active EE | $4,943 | $3,236+52.7% | $5,202-5.0% | $3,740+32.2% |
| Admin fee / account holder | $2,820 | $6,751-58.2% | $13,984-79.8% | $5,306-46.8% |