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 | $38,511 | $70,756-45.6% | $65,493-41.2% | $142,382-73.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.58% | 1754.89%-1734.3pp | 982.45%-961.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,632 | $2,881+95.5% | $2,574+118.8% | $4,299+31.0% |
| Participant deferral / active EE | $9,692 | $4,637+109.0% | $3,961+144.7% | $6,507+48.9% |
| Admin fee / account holder | $11,065 | $6,559+68.7% | $5,028+120.0% | $12,624-12.4% |