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 | $30,809 | $84,695-63.6% | $73,843-58.3% | $125,391-75.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.71% | 3123.53%-3119.8pp | 2267.84%-2264.1pp | 282.22%-278.5pp |
| Employer contribution / active EE | $3,539 | $3,123+13.3% | $2,787+27.0% | $4,866-27.3% |
| Participant deferral / active EE | $3,353 | $3,992-16.0% | $3,583-6.4% | $5,352-37.3% |
| Admin fee / account holder | $4,543 | $5,691-20.2% | $4,880-6.9% | $9,540-52.4% |