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 | $21,747 | $88,751-75.5% | $81,812-73.4% | $145,922-85.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.26% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,172 | $3,083-29.6% | $2,912-25.4% | $4,660-53.4% |
| Participant deferral / active EE | $5,263 | $4,643+13.3% | $4,319+21.9% | $6,688-21.3% |
| Admin fee / account holder | $2,224 | $8,415-73.6% | $7,386-69.9% | $13,397-83.4% |