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 | $20,680 | $96,305-78.5% | $80,569-74.3% | $139,434-85.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.19% | 1350.08%-1328.9pp | 935.43%-914.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $5,622 | $3,262+72.3% | $2,723+106.4% | $4,751+18.3% |
| Participant deferral / active EE | $3,909 | $5,232-25.3% | $4,447-12.1% | $6,710-41.7% |
| Admin fee / account holder | $1,996 | $6,599-69.8% | $5,377-62.9% | $11,403-82.5% |