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 | $7,862 | $81,625-90.4% | $58,482-86.6% | $139,434-94.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.65% | 7404.20%-7383.6pp | 4239.32%-4218.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,446 | $1,398+74.9% | $1,053+132.2% | $4,751-48.5% |
| Participant deferral / active EE | $3,916 | $2,557+53.2% | $1,924+103.5% | $6,710-41.6% |
| Admin fee / account holder | $1,017 | $3,265-68.8% | $2,516-59.6% | $11,403-91.1% |