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 3-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 | $23,037 | $73,933-68.8% | $96,683-76.2% | $75,163-69.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 340.21% | 26.70%+313.5pp | 35.69%+304.5pp | 160.62%+179.6pp |
| Employer contribution / active EE | $5,156 | $2,928+76.1% | $3,737+38.0% | $2,670+93.1% |
| Participant deferral / active EE | $4,241 | $3,659+15.9% | $4,878-13.1% | $4,125+2.8% |
| Admin fee / account holder | $1,368 | $5,216-73.8% | $6,730-79.7% | $5,651-75.8% |