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 5-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 | $9,946 | $88,751-88.8% | $81,812-87.8% | $145,922-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.13% | 1025.40%-1005.3pp | 773.79%-753.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,603 | $3,083-48.0% | $2,912-45.0% | $4,660-65.6% |
| Participant deferral / active EE | $7,028 | $4,643+51.4% | $4,319+62.7% | $6,688+5.1% |
| Admin fee / account holder | $1,117 | $8,415-86.7% | $7,386-84.9% | $13,397-91.7% |