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 | $10,534 | $104,974-90.0% | $95,585-89.0% | $142,382-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 60.66% | 210.33%-149.7pp | 38.56%+22.1pp | 217.08%-156.4pp |
| Employer contribution / active EE | $2,078 | $2,779-25.2% | $2,527-17.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,563 | $4,352-18.1% | $4,023-11.4% | $6,507-45.3% |
| Admin fee / account holder | $13,832 | $6,386+116.6% | $6,127+125.7% | $12,624+9.6% |