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 | $33,751 | $88,751-62.0% | $81,812-58.7% | $145,922-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,091 | $3,083+65.1% | $2,912+74.8% | $4,660+9.3% |
| Participant deferral / active EE | $9,857 | $4,643+112.3% | $4,319+128.2% | $6,688+47.4% |
| Admin fee / account holder | $3,235 | $8,415-61.6% | $7,386-56.2% | $13,397-75.9% |