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 9-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 | $7,502 | $76,738-90.2% | $56,411-86.7% | $145,922-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 2994.23%-2978.9pp | 1701.33%-1686.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $439 | $1,380-68.2% | $1,039-57.7% | $4,660-90.6% |
| Participant deferral / active EE | $2,518 | $2,623-4.0% | $1,952+29.0% | $6,688-62.3% |
| Admin fee / account holder | $3,479 | $3,334+4.4% | $2,829+23.0% | $13,397-74.0% |