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 3-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 | $7,245 | $88,751-91.8% | $81,812-91.1% | $145,922-95.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.62% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,094 | $3,083-32.1% | $2,912-28.1% | $4,660-55.1% |
| Participant deferral / active EE | $3,099 | $4,643-33.3% | $4,319-28.3% | $6,688-53.7% |
| Admin fee / account holder | $4,352 | $8,415-48.3% | $7,386-41.1% | $13,397-67.5% |