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 | $28,928 | $96,484-70.0% | $75,886-61.9% | $152,861-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,541 | $3,309-23.2% | $2,500+1.6% | $4,762-46.7% |
| Participant deferral / active EE | $7,933 | $4,553+74.2% | $3,603+120.2% | $5,850+35.6% |
| Admin fee / account holder | $315 | $8,078-96.1% | $5,418-94.2% | $11,596-97.3% |