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 | $12,580 | $76,738-83.6% | $56,411-77.7% | $145,922-91.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 2994.23%-2987.1pp | 1701.33%-1694.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,135 | $1,380+54.8% | $1,039+105.6% | $4,660-54.2% |
| Participant deferral / active EE | $7,374 | $2,623+181.2% | $1,952+277.8% | $6,688+10.3% |
| Admin fee / account holder | $37,686 | $3,334+1030.4% | $2,829+1232.2% | $13,397+181.3% |