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 | $16,738 | $70,756-76.3% | $65,493-74.4% | $142,382-88.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.72% | 1754.89%-1732.2pp | 982.45%-959.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,930 | $2,881+1.7% | $2,574+13.8% | $4,299-31.8% |
| Participant deferral / active EE | $4,784 | $4,637+3.2% | $3,961+20.8% | $6,507-26.5% |
| Admin fee / account holder | $2,022 | $6,559-69.2% | $5,028-59.8% | $12,624-84.0% |