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 | $10,925 | $74,888-85.4% | $71,209-84.7% | $142,382-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 74.09% | 345.14%-271.0pp | 282.51%-208.4pp | 217.08%-143.0pp |
| Employer contribution / active EE | $3,544 | $2,854+24.1% | $2,721+30.2% | $4,299-17.6% |
| Participant deferral / active EE | $3,546 | $4,454-20.4% | $4,175-15.1% | $6,507-45.5% |
| Admin fee / account holder | $1,855 | $5,568-66.7% | $5,349-65.3% | $12,624-85.3% |