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 8-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 | $36,704 | $81,625-55.0% | $58,482-37.2% | $139,434-73.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.88% | 7404.20%-7387.3pp | 4239.32%-4222.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $6,194 | $1,398+343.0% | $1,053+488.1% | $4,751+30.4% |
| Participant deferral / active EE | $3,610 | $2,557+41.2% | $1,924+87.6% | $6,710-46.2% |
| Admin fee / account holder | $1,336 | $3,265-59.1% | $2,516-46.9% | $11,403-88.3% |