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 | $17,637 | $159,901-89.0% | $146,958-88.0% | $145,922-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.96% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $4,518 | $5,286-14.5% | $4,933-8.4% | $4,660-3.0% |
| Participant deferral / active EE | $19,771 | $8,428+134.6% | $8,070+145.0% | $6,688+195.6% |
| Admin fee / account holder | $510 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |