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 | $10,459 | $88,751-88.2% | $81,812-87.2% | $145,922-92.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.87% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,625 | $3,083-47.3% | $2,912-44.2% | $4,660-65.1% |
| Participant deferral / active EE | $2,059 | $4,643-55.6% | $4,319-52.3% | $6,688-69.2% |
| Admin fee / account holder | $428 | $8,415-94.9% | $7,386-94.2% | $13,397-96.8% |