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 | $49,168 | $100,852-51.2% | $90,404-45.6% | $158,922-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.45% | 1724.20%-1697.7pp | 1293.02%-1266.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,594 | $3,689-29.7% | $3,262-20.5% | $4,761-45.5% |
| Participant deferral / active EE | $20,850 | $4,348+379.6% | $3,963+426.1% | $5,982+248.5% |
| Admin fee / account holder | $4,948 | $6,501-23.9% | $5,611-11.8% | $11,246-56.0% |