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 5-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 | $31,890 | $70,756-54.9% | $65,493-51.3% | $142,382-77.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.77% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,924 | $2,881+1.5% | $2,574+13.6% | $4,299-32.0% |
| Participant deferral / active EE | $2,484 | $4,637-46.4% | $3,961-37.3% | $6,507-61.8% |
| Admin fee / account holder | $13,657 | $6,559+108.2% | $5,028+171.6% | $12,624+8.2% |