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 | $68,097-43.4% | $62,929-38.8% | $137,256-71.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.58% | 1859.11%-1838.5pp | 1063.93%-1043.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,632 | $2,811+100.4% | $2,505+124.9% | $4,156+35.5% |
| Participant deferral / active EE | $9,692 | $4,553+112.9% | $3,888+149.3% | $6,407+51.3% |
| Admin fee / account holder | $11,065 | $6,521+69.7% | $5,065+118.5% | $12,270-9.8% |