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 | $47,381 | $100,773-53.0% | $88,946-46.7% | $142,382-66.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.22% | 70.18%-59.0pp | 57.82%-46.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $900 | $2,918-69.2% | $2,555-64.8% | $4,299-79.1% |
| Participant deferral / active EE | $11,450 | $5,230+118.9% | $4,581+149.9% | $6,507+76.0% |
| Admin fee / account holder | $347 | $9,693-96.4% | $8,261-95.8% | $12,624-97.3% |