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 | $9,564 | $81,625-88.3% | $58,482-83.6% | $139,434-93.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 26.24% | 7404.20%-7378.0pp | 4239.32%-4213.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,020 | $1,398-27.1% | $1,053-3.2% | $4,751-78.5% |
| Participant deferral / active EE | $2,214 | $2,557-13.4% | $1,924+15.1% | $6,710-67.0% |
| Admin fee / account holder | $1,268 | $3,265-61.2% | $2,516-49.6% | $11,403-88.9% |