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 5-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 | $11,979 | $102,604-88.3% | $86,188-86.1% | $139,434-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.47% | 1922.51%-1912.0pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $4,372 | $3,032+44.2% | $2,380+83.7% | $4,751-8.0% |
| Participant deferral / active EE | $7,974 | $4,676+70.5% | $3,985+100.1% | $6,710+18.8% |
| Admin fee / account holder | $12,787 | $8,657+47.7% | $6,852+86.6% | $11,403+12.1% |