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 | $2,467 | $76,738-96.8% | $56,411-95.6% | $145,922-98.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.73% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $974 | $1,380-29.4% | $1,039-6.2% | $4,660-79.1% |
| Participant deferral / active EE | $1,353 | $2,623-48.4% | $1,952-30.7% | $6,688-79.8% |
| Admin fee / account holder | $608 | $3,334-81.8% | $2,829-78.5% | $13,397-95.5% |