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 6-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 | $7,167 | $76,738-90.7% | $56,411-87.3% | $145,922-95.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 2994.23%-2980.9pp | 1701.33%-1688.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,100 | $1,380+52.2% | $1,039+102.2% | $4,660-54.9% |
| Participant deferral / active EE | $3,764 | $2,623+43.5% | $1,952+92.9% | $6,688-43.7% |
| Admin fee / account holder | $5,778 | $3,334+73.3% | $2,829+104.3% | $13,397-56.9% |