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 | $14,058 | $70,756-80.1% | $65,493-78.5% | $142,382-90.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.50% | 1754.89%-1736.4pp | 982.45%-963.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,404 | $2,881-16.6% | $2,574-6.6% | $4,299-44.1% |
| Participant deferral / active EE | $2,471 | $4,637-46.7% | $3,961-37.6% | $6,507-62.0% |
| Admin fee / account holder | $2,806 | $6,559-57.2% | $5,028-44.2% | $12,624-77.8% |