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 | $13,058 | $99,877-86.9% | $84,966-84.6% | $145,922-91.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.30% | 83.76%-64.5pp | 66.38%-47.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,549 | $3,231+9.8% | $2,727+30.1% | $4,660-23.8% |
| Participant deferral / active EE | $9,788 | $5,291+85.0% | $4,519+116.6% | $6,688+46.4% |
| Admin fee / account holder | $1,233 | $7,248-83.0% | $6,149-79.9% | $13,397-90.8% |