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 | $8,127 | $72,400-88.8% | $67,502-88.0% | $145,922-94.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.01% | 7182.46%-7159.4pp | 3512.12%-3489.1pp | 561.29%-538.3pp |
| Employer contribution / active EE | $1,646 | $3,069-46.4% | $2,731-39.7% | $4,660-64.7% |
| Participant deferral / active EE | $7,441 | $4,783+55.6% | $4,000+86.0% | $6,688+11.3% |
| Admin fee / account holder | $18,247 | $5,539+229.4% | $3,998+356.4% | $13,397+36.2% |