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 | $30,857 | $81,625-62.2% | $58,482-47.2% | $139,434-77.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.43% | 7404.20%-7385.8pp | 4239.32%-4220.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,543 | $1,398+10.3% | $1,053+46.5% | $4,751-67.5% |
| Participant deferral / active EE | $4,316 | $2,557+68.8% | $1,924+124.4% | $6,710-35.7% |
| Admin fee / account holder | $734 | $3,265-77.5% | $2,516-70.8% | $11,403-93.6% |