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 6-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 | $13,662 | $76,738-82.2% | $56,411-75.8% | $145,922-90.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,471 | $1,380+79.1% | $1,039+137.9% | $4,660-47.0% |
| Participant deferral / active EE | $4,342 | $2,623+65.6% | $1,952+122.5% | $6,688-35.1% |
| Admin fee / account holder | $2,129 | $3,334-36.1% | $2,829-24.7% | $13,397-84.1% |