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 | $22,320 | $99,079-77.5% | $77,999-71.4% | $273,961-91.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 52.98% | 217.93%-165.0pp | 425.96%-373.0pp | 41.45%+11.5pp |
| Employer contribution / active EE | $2,829 | $3,308-14.5% | $2,470+14.5% | $4,869-41.9% |
| Participant deferral / active EE | $3,259 | $4,306-24.3% | $3,497-6.8% | $5,287-38.4% |
| Admin fee / account holder | $974 | $8,954-89.1% | $5,480-82.2% | $10,132-90.4% |