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 | $12,524 | $81,625-84.7% | $58,482-78.6% | $139,434-91.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.90% | 7404.20%-7380.3pp | 4239.32%-4215.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $880 | $1,398-37.1% | $1,053-16.5% | $4,751-81.5% |
| Participant deferral / active EE | $2,966 | $2,557+16.0% | $1,924+54.2% | $6,710-55.8% |
| Admin fee / account holder | $1,245 | $3,265-61.9% | $2,516-50.5% | $11,403-89.1% |