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 | $7,828 | $70,756-88.9% | $65,493-88.0% | $142,382-94.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.36% | 1754.89%-1741.5pp | 982.45%-969.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,872 | $2,881-35.0% | $2,574-27.3% | $4,299-56.4% |
| Participant deferral / active EE | $2,471 | $4,637-46.7% | $3,961-37.6% | $6,507-62.0% |
| Admin fee / account holder | $3,558 | $6,559-45.8% | $5,028-29.2% | $12,624-71.8% |