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 6-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 | $12,349 | $76,738-83.9% | $56,411-78.1% | $145,922-91.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,562 | $1,380+85.7% | $1,039+146.7% | $4,660-45.0% |
| Participant deferral / active EE | $4,371 | $2,623+66.7% | $1,952+124.0% | $6,688-34.6% |
| Admin fee / account holder | $510 | $3,334-84.7% | $2,829-82.0% | $13,397-96.2% |