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 | $32,995 | $72,400-54.4% | $67,502-51.1% | $145,922-77.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.51% | 7182.46%-7169.0pp | 3512.12%-3498.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,961 | $3,069+61.6% | $2,731+81.7% | $4,660+6.5% |
| Participant deferral / active EE | $8,166 | $4,783+70.7% | $4,000+104.2% | $6,688+22.1% |
| Admin fee / account holder | $343 | $5,539-93.8% | $3,998-91.4% | $13,397-97.4% |