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 | $12,723 | $100,773-87.4% | $88,946-85.7% | $142,382-91.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 34.92% | 70.18%-35.3pp | 57.82%-22.9pp | 217.08%-182.2pp |
| Employer contribution / active EE | $7,377 | $2,918+152.8% | $2,555+188.7% | $4,299+71.6% |
| Participant deferral / active EE | $8,578 | $5,230+64.0% | $4,581+87.2% | $6,507+31.8% |
| Admin fee / account holder | $608 | $9,693-93.7% | $8,261-92.6% | $12,624-95.2% |