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 | $21,628 | $81,625-73.5% | $58,482-63.0% | $139,434-84.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 33.65% | 7404.20%-7370.5pp | 4239.32%-4205.7pp | 372.94%-339.3pp |
| Employer contribution / active EE | $1,838 | $1,398+31.4% | $1,053+74.5% | $4,751-61.3% |
| Participant deferral / active EE | $4,984 | $2,557+95.0% | $1,924+159.1% | $6,710-25.7% |
| Admin fee / account holder | $1,222 | $3,265-62.6% | $2,516-51.4% | $11,403-89.3% |