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 | $36,396 | $99,877-63.6% | $84,966-57.2% | $145,922-75.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,057 | $3,231-67.3% | $2,727-61.2% | $4,660-77.3% |
| Participant deferral / active EE | $1,057 | $5,291-80.0% | $4,519-76.6% | $6,688-84.2% |
| Admin fee / account holder | $10,000 | $7,248+38.0% | $6,149+62.6% | $13,397-25.4% |