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 | $25,817 | $90,348-71.4% | $75,972-66.0% | $145,922-82.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.58% | 620.88%-604.3pp | 359.55%-343.0pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,489 | $3,311+5.4% | $2,685+29.9% | $4,660-25.1% |
| Participant deferral / active EE | $6,086 | $5,162+17.9% | $4,255+43.0% | $6,688-9.0% |
| Admin fee / account holder | $949 | $8,467-88.8% | $6,467-85.3% | $13,397-92.9% |