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 4-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 | $11,340 | $158,398-92.8% | $126,539-91.0% | $142,382-92.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.46% | 593.76%-572.3pp | 425.95%-404.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,938 | $4,650-58.3% | $3,674-47.3% | $4,299-54.9% |
| Participant deferral / active EE | $6,797 | $4,767+42.6% | $4,083+66.5% | $6,507+4.4% |
| Admin fee / account holder | $1,055 | $6,918-84.7% | $6,065-82.6% | $12,624-91.6% |