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 | $36,667 | $68,547-46.5% | $120,354-69.5% | $80,856-54.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.31% | 23.60%-10.3pp | 107.15%-93.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,729 | $2,051+81.8% | $3,463+7.7% | $2,755+35.4% |
| Participant deferral / active EE | $6,906 | $3,173+117.6% | $4,991+38.4% | $4,296+60.8% |
| Admin fee / account holder | $3,230 | $5,732-43.6% | $9,423-65.7% | $6,918-53.3% |