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 | $6,696 | $68,097-90.2% | $62,929-89.4% | $137,256-95.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 25.63% | 1859.11%-1833.5pp | 1063.93%-1038.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,728 | $2,811-38.5% | $2,505-31.0% | $4,156-58.4% |
| Participant deferral / active EE | $2,336 | $4,553-48.7% | $3,888-39.9% | $6,407-63.5% |
| Admin fee / account holder | $1,661 | $6,521-74.5% | $5,065-67.2% | $12,270-86.5% |