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 | $68,151 | $96,305-29.2% | $80,569-15.4% | $139,434-51.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 3691.25% | 1350.08%+2341.2pp | 935.43%+2755.8pp | 372.94%+3318.3pp |
| Employer contribution / active EE | $3,249 | $3,262-0.4% | $2,723+19.3% | $4,751-31.6% |
| Participant deferral / active EE | $7,947 | $5,232+51.9% | $4,447+78.7% | $6,710+18.4% |
| Admin fee / account holder | $637 | $6,599-90.3% | $5,377-88.1% | $11,403-94.4% |