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 | $15,400 | $88,751-82.6% | $81,812-81.2% | $145,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.78% | 1025.40%-1002.6pp | 773.79%-751.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $5,194 | $3,083+68.5% | $2,912+78.3% | $4,660+11.5% |
| Participant deferral / active EE | $5,952 | $4,643+28.2% | $4,319+37.8% | $6,688-11.0% |
| Admin fee / account holder | $1,311 | $8,415-84.4% | $7,386-82.3% | $13,397-90.2% |