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 | $62,374 | $68,097-8.4% | $62,929-0.9% | $137,256-54.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.69% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,165 | $2,811-23.0% | $2,505-13.6% | $4,156-47.9% |
| Participant deferral / active EE | $11,583 | $4,553+154.4% | $3,888+197.9% | $6,407+80.8% |
| Admin fee / account holder | $424 | $6,521-93.5% | $5,065-91.6% | $12,270-96.5% |