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 | $37,083 | $109,982-66.3% | $97,226-61.9% | $145,922-74.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.91% | 242.90%-222.0pp | 75.13%-54.2pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,572 | $3,084-16.6% | $2,729-5.8% | $4,660-44.8% |
| Participant deferral / active EE | $11,331 | $4,676+142.3% | $4,264+165.8% | $6,688+69.4% |
| Admin fee / account holder | $652 | $6,221-89.5% | $5,654-88.5% | $13,397-95.1% |