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 | $12,834 | $56,053-77.1% | $75,972-83.1% | $80,856-84.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 25.16% | 20.53%+4.6pp | 359.55%-334.4pp | 35.59%-10.4pp |
| Employer contribution / active EE | $3,265 | $1,874+74.2% | $2,685+21.6% | $2,755+18.5% |
| Participant deferral / active EE | $5,349 | $3,052+75.3% | $4,255+25.7% | $4,296+24.5% |
| Admin fee / account holder | $1,976 | $5,234-62.3% | $6,467-69.4% | $6,918-71.4% |