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 | $35,852 | $110,261-67.5% | $95,745-62.6% | $139,434-74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 332.38% | 27.11%+305.3pp | 28.35%+304.0pp | 372.94%-40.6pp |
| Employer contribution / active EE | $5,588 | $3,257+71.5% | $2,835+97.1% | $4,751+17.6% |
| Participant deferral / active EE | $7,322 | $4,676+56.6% | $4,245+72.5% | $6,710+9.1% |
| Admin fee / account holder | $850 | $6,613-87.1% | $5,678-85.0% | $11,403-92.5% |