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 | $14,454 | $70,756-79.6% | $65,493-77.9% | $142,382-89.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.85% | 1754.89%-1731.0pp | 982.45%-958.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,392 | $2,881+17.8% | $2,574+31.8% | $4,299-21.1% |
| Participant deferral / active EE | $5,979 | $4,637+28.9% | $3,961+51.0% | $6,507-8.1% |
| Admin fee / account holder | $1,211 | $6,559-81.5% | $5,028-75.9% | $12,624-90.4% |