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 4-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 | $14,249 | $102,604-86.1% | $86,188-83.5% | $139,434-89.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.69% | 1922.51%-1904.8pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,372 | $3,032+44.2% | $2,380+83.7% | $4,751-8.0% |
| Participant deferral / active EE | $4,971 | $4,676+6.3% | $3,985+24.7% | $6,710-25.9% |
| Admin fee / account holder | $2,819 | $8,657-67.4% | $6,852-58.8% | $11,403-75.3% |