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 | $5,750 | $88,751-93.5% | $81,812-93.0% | $145,922-96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.83% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,298 | $3,083-25.5% | $2,912-21.1% | $4,660-50.7% |
| Participant deferral / active EE | $3,639 | $4,643-21.6% | $4,319-15.7% | $6,688-45.6% |
| Admin fee / account holder | $2,485 | $8,415-70.5% | $7,386-66.4% | $13,397-81.5% |