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 | $13,137 | $54,705-76.0% | $71,209-81.6% | $84,808-84.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 33.44% | 35.90%-2.5pp | 282.51%-249.1pp | 40.90%-7.5pp |
| Employer contribution / active EE | $3,650 | $2,158+69.2% | $2,721+34.2% | $2,631+38.7% |
| Participant deferral / active EE | $4,124 | $3,030+36.1% | $4,175-1.2% | $4,212-2.1% |
| Admin fee / account holder | $1,280 | $4,863-73.7% | $5,349-76.1% | $7,344-82.6% |