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 | $43,915 | $78,926-44.4% | $136,749-67.9% | $84,808-48.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.24% | 18.17%-3.9pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,416 | $2,134+60.1% | $3,400+0.5% | $2,631+29.8% |
| Participant deferral / active EE | $5,002 | $3,168+57.9% | $4,692+6.6% | $4,212+18.8% |
| Admin fee / account holder | $26,981 | $6,369+323.6% | $11,386+137.0% | $7,344+267.4% |