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 | $49,065 | $76,738-36.1% | $56,411-13.0% | $145,922-66.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.96% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,073 | $1,380-22.3% | $1,039+3.3% | $4,660-77.0% |
| Participant deferral / active EE | $11,927 | $2,623+354.8% | $1,952+511.1% | $6,688+78.3% |
| Admin fee / account holder | $1,289 | $3,334-61.3% | $2,829-54.4% | $13,397-90.4% |