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 3-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 | $9,305 | $76,785-87.9% | $56,441-83.5% | $145,959-93.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 3000.51%-2983.9pp | 1704.21%-1687.6pp | 561.95%-545.4pp |
| Employer contribution / active EE | $988 | $1,381-28.5% | $1,039-5.0% | $4,661-78.8% |
| Participant deferral / active EE | $4,080 | $2,624+55.5% | $1,953+108.9% | $6,689-39.0% |
| Admin fee / account holder | $1,013 | $3,334-69.6% | $2,829-64.2% | $13,398-92.4% |