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 3-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 | $12,687 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 74.65% | 345.14%-270.5pp | 282.51%-207.9pp | 217.08%-142.4pp |
| Employer contribution / active EE | $1,604 | $2,854-43.8% | $2,721-41.0% | $4,299-62.7% |
| Participant deferral / active EE | $2,483 | $4,454-44.3% | $4,175-40.5% | $6,507-61.8% |
| Admin fee / account holder | $503 | $5,568-91.0% | $5,349-90.6% | $12,624-96.0% |