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 | $14,918 | $74,888-80.1% | $71,209-79.1% | $142,382-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.97% | 345.14%-323.2pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,031 | $2,854+76.3% | $2,721+84.9% | $4,299+17.0% |
| Participant deferral / active EE | $1,482 | $4,454-66.7% | $4,175-64.5% | $6,507-77.2% |
| Admin fee / account holder | $400 | $5,568-92.8% | $5,349-92.5% | $12,624-96.8% |