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 | $28,705 | $96,305-70.2% | $80,569-64.4% | $139,434-79.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1350.08%-1337.9pp | 935.43%-923.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $6,465 | $3,262+98.2% | $2,723+137.4% | $4,751+36.1% |
| Participant deferral / active EE | $6,225 | $5,232+19.0% | $4,447+40.0% | $6,710-7.2% |
| Admin fee / account holder | $315 | $6,599-95.2% | $5,377-94.1% | $11,403-97.2% |