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 | $47,063 | $68,097-30.9% | $62,929-25.2% | $137,256-65.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.43% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,755 | $2,811-37.6% | $2,505-29.9% | $4,156-57.8% |
| Participant deferral / active EE | $10,395 | $4,553+128.3% | $3,888+167.3% | $6,407+62.2% |
| Admin fee / account holder | $327 | $6,521-95.0% | $5,065-93.6% | $12,270-97.3% |