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 | $10,776 | $99,877-89.2% | $84,966-87.3% | $145,922-92.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 83.76%-67.2pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,208 | $3,231-0.7% | $2,727+17.6% | $4,660-31.2% |
| Participant deferral / active EE | $4,957 | $5,291-6.3% | $4,519+9.7% | $6,688-25.9% |
| Admin fee / account holder | $1,736 | $7,248-76.0% | $6,149-71.8% | $13,397-87.0% |