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 | $23,667 | $83,902-71.8% | $167,512-85.9% | $84,808-72.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.31% | 91.55%-74.2pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,655 | $2,264+17.3% | $3,882-31.6% | $2,631+0.9% |
| Participant deferral / active EE | $6,985 | $4,442+57.2% | $6,405+9.1% | $4,212+65.8% |
| Admin fee / account holder | $434 | $7,915-94.5% | $9,769-95.6% | $7,344-94.1% |