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 | $21,323 | $73,933-71.2% | $96,683-77.9% | $75,163-71.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 308.53% | 26.70%+281.8pp | 35.69%+272.8pp | 160.62%+147.9pp |
| Employer contribution / active EE | $5,080 | $2,928+73.5% | $3,737+36.0% | $2,670+90.3% |
| Participant deferral / active EE | $4,485 | $3,659+22.6% | $4,878-8.1% | $4,125+8.7% |
| Admin fee / account holder | $1,283 | $5,216-75.4% | $6,730-80.9% | $5,651-77.3% |