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 | $5,665 | $72,400-92.2% | $67,502-91.6% | $145,922-96.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.55% | 7182.46%-7166.9pp | 3512.12%-3496.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,774 | $3,069-42.2% | $2,731-35.1% | $4,660-61.9% |
| Participant deferral / active EE | $1,861 | $4,783-61.1% | $4,000-53.5% | $6,688-72.2% |
| Admin fee / account holder | $1,048 | $5,539-81.1% | $3,998-73.8% | $13,397-92.2% |