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 | $11,159 | $76,738-85.5% | $56,411-80.2% | $145,922-92.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 2994.23%-2978.9pp | 1701.33%-1686.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,484 | $1,380+152.5% | $1,039+235.5% | $4,660-25.2% |
| Participant deferral / active EE | $2,107 | $2,623-19.6% | $1,952+8.0% | $6,688-68.5% |
| Admin fee / account holder | $678 | $3,334-79.7% | $2,829-76.0% | $13,397-94.9% |