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 5-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 | $54,978 | $68,719-20.0% | $91,541-39.9% | $84,808-35.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 63.29% | 19.12%+44.2pp | 20.50%+42.8pp | 40.90%+22.4pp |
| Employer contribution / active EE | $11,821 | $1,920+515.7% | $2,505+372.0% | $2,631+349.3% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,141 | $5,786-45.7% | $6,956-54.9% | $7,344-57.2% |