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 3-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 | $19,819 | $70,756-72.0% | $65,493-69.7% | $142,382-86.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.23% | 1754.89%-1733.7pp | 982.45%-961.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,473 | $2,881+20.6% | $2,574+34.9% | $4,299-19.2% |
| Participant deferral / active EE | $4,894 | $4,637+5.5% | $3,961+23.5% | $6,507-24.8% |
| Admin fee / account holder | $1,181 | $6,559-82.0% | $5,028-76.5% | $12,624-90.6% |