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 | $34,391 | $70,756-51.4% | $65,493-47.5% | $142,382-75.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 30.22% | 1754.89%-1724.7pp | 982.45%-952.2pp | 217.08%-186.9pp |
| Employer contribution / active EE | $5,681 | $2,881+97.2% | $2,574+120.7% | $4,299+32.1% |
| Participant deferral / active EE | $5,007 | $4,637+8.0% | $3,961+26.4% | $6,507-23.1% |
| Admin fee / account holder | $2,326 | $6,559-64.5% | $5,028-53.7% | $12,624-81.6% |