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 | $38,836 | $111,814-65.3% | $93,654-58.5% | $145,959-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.31% | 203.30%-194.0pp | 133.34%-124.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $6,792 | $3,092+119.7% | $2,421+180.6% | $4,661+45.7% |
| Participant deferral / active EE | $6,359 | $4,914+29.4% | $4,413+44.1% | $6,689-4.9% |
| Admin fee / account holder | $913 | $10,246-91.1% | $8,282-89.0% | $13,398-93.2% |