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 | $11,882 | $81,625-85.4% | $58,482-79.7% | $139,434-91.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 28.97% | 7404.20%-7375.2pp | 4239.32%-4210.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,754 | $1,398+96.9% | $1,053+161.5% | $4,751-42.0% |
| Participant deferral / active EE | $3,378 | $2,557+32.1% | $1,924+75.6% | $6,710-49.7% |
| Admin fee / account holder | $996 | $3,265-69.5% | $2,516-60.4% | $11,403-91.3% |