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 | $8,844 | $88,751-90.0% | $81,812-89.2% | $145,922-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,449 | $3,083-53.0% | $2,912-50.3% | $4,660-68.9% |
| Participant deferral / active EE | $2,539 | $4,643-45.3% | $4,319-41.2% | $6,688-62.0% |
| Admin fee / account holder | $1,711 | $8,415-79.7% | $7,386-76.8% | $13,397-87.2% |