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 | $40,846 | $102,604-60.2% | $86,188-52.6% | $139,434-70.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.69% | 1922.51%-1908.8pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $10,342 | $3,032+241.0% | $2,380+334.5% | $4,751+117.7% |
| Participant deferral / active EE | $7,819 | $4,676+67.2% | $3,985+96.2% | $6,710+16.5% |
| Admin fee / account holder | $305 | $8,657-96.5% | $6,852-95.6% | $11,403-97.3% |