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 | $28,167 | $102,604-72.5% | $86,188-67.3% | $139,434-79.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.35% | 1922.51%-1900.2pp | 1168.45%-1146.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,898 | $3,032-37.4% | $2,380-20.3% | $4,751-60.0% |
| Participant deferral / active EE | $12,158 | $4,676+160.0% | $3,985+205.1% | $6,710+81.2% |
| Admin fee / account holder | $858 | $8,657-90.1% | $6,852-87.5% | $11,403-92.5% |