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 5-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 | $31,273 | $68,097-54.1% | $62,929-50.3% | $137,256-77.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.60% | 1859.11%-1835.5pp | 1063.93%-1040.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,464 | $2,811-47.9% | $2,505-41.5% | $4,156-64.8% |
| Participant deferral / active EE | $5,559 | $4,553+22.1% | $3,888+43.0% | $6,407-13.2% |
| Admin fee / account holder | $1,638 | $6,521-74.9% | $5,065-67.7% | $12,270-86.7% |