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 5-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 | $7,454 | $96,635-92.3% | $86,612-91.4% | $139,434-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.72% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,603 | $3,263-20.2% | $3,022-13.9% | $4,751-45.2% |
| Participant deferral / active EE | $3,404 | $4,836-29.6% | $4,438-23.3% | $6,710-49.3% |
| Admin fee / account holder | $716 | $6,408-88.8% | $5,614-87.3% | $11,403-93.7% |