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 | $6,732 | $99,877-93.3% | $84,966-92.1% | $145,922-95.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.18% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $389 | $3,231-88.0% | $2,727-85.7% | $4,660-91.6% |
| Participant deferral / active EE | $1,557 | $5,291-70.6% | $4,519-65.5% | $6,688-76.7% |
| Admin fee / account holder | $22,451 | $7,248+209.8% | $6,149+265.1% | $13,397+67.6% |