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 | $39,310 | $99,921-60.7% | $85,009-53.8% | $145,959-73.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.27% | 83.89%-75.6pp | 66.47%-58.2pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,448 | $3,233-24.3% | $2,728-10.3% | $4,661-47.5% |
| Participant deferral / active EE | $3,752 | $5,293-29.1% | $4,522-17.0% | $6,689-43.9% |
| Admin fee / account holder | $342 | $7,252-95.3% | $6,153-94.4% | $13,398-97.5% |