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 | $25,179 | $76,738-67.2% | $56,411-55.4% | $145,922-82.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.49% | 2994.23%-2982.7pp | 1701.33%-1689.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,027 | $1,380+46.9% | $1,039+95.2% | $4,660-56.5% |
| Participant deferral / active EE | $4,492 | $2,623+71.3% | $1,952+130.1% | $6,688-32.8% |
| Admin fee / account holder | $1,701 | $3,334-49.0% | $2,829-39.9% | $13,397-87.3% |