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 | $9,745 | $82,286-88.2% | $68,791-85.8% | $134,475-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 114.44% | -2.19%+116.6pp | -6.38%+120.8pp | 417.96%-303.5pp |
| Employer contribution / active EE | $4,074 | $3,301+23.4% | $2,655+53.4% | $4,740-14.1% |
| Participant deferral / active EE | $3,417 | $4,739-27.9% | $3,941-13.3% | $6,400-46.6% |
| Admin fee / account holder | $1,130 | $6,481-82.6% | $4,932-77.1% | $11,426-90.1% |