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 | $10,007 | $88,751-88.7% | $81,812-87.8% | $145,922-93.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.33% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,823 | $3,083-8.4% | $2,912-3.1% | $4,660-39.4% |
| Participant deferral / active EE | $5,302 | $4,643+14.2% | $4,319+22.8% | $6,688-20.7% |
| Admin fee / account holder | $1,208 | $8,415-85.6% | $7,386-83.6% | $13,397-91.0% |