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 | $19,043 | $70,756-73.1% | $65,493-70.9% | $142,382-86.6% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 58.97% | 1754.89%-1695.9pp | 982.45%-923.5pp | 217.08%-158.1pp |
| Employer contribution / active EE | $2,534 | $2,881-12.0% | $2,574-1.6% | $4,299-41.1% |
| Participant deferral / active EE | $3,510 | $4,637-24.3% | $3,961-11.4% | $6,507-46.1% |
| Admin fee / account holder | $568 | $6,559-91.3% | $5,028-88.7% | $12,624-95.5% |