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 | $33,502 | $105,126-68.1% | $94,646-64.6% | $139,434-76.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 80.83% | 38.03%+42.8pp | 156.71%-75.9pp | 372.94%-292.1pp |
| Employer contribution / active EE | $2,890 | $4,106-29.6% | $3,672-21.3% | $4,751-39.2% |
| Participant deferral / active EE | $8,187 | $7,599+7.7% | $7,418+10.4% | $6,710+22.0% |
| Admin fee / account holder | $528 | $8,984-94.1% | $7,231-92.7% | $11,403-95.4% |