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 | $45,604 | $70,756-35.5% | $65,493-30.4% | $142,382-68.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.87% | 1754.89%-1733.0pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,584 | $2,881-45.0% | $2,574-38.5% | $4,299-63.2% |
| Participant deferral / active EE | $13,865 | $4,637+199.0% | $3,961+250.0% | $6,507+113.1% |
| Admin fee / account holder | $3,361 | $6,559-48.8% | $5,028-33.2% | $12,624-73.4% |