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 8-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 | $21,126 | $68,346-69.1% | $94,646-77.7% | $75,163-71.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 23.16% | 616.93%-593.8pp | 156.71%-133.5pp | 160.62%-137.5pp |
| Employer contribution / active EE | $3,191 | $2,701+18.2% | $3,672-13.1% | $2,670+19.5% |
| Participant deferral / active EE | $5,319 | $6,537-18.6% | $7,418-28.3% | $4,125+28.9% |
| Admin fee / account holder | $626 | $5,326-88.2% | $7,231-91.3% | $5,651-88.9% |