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 | $10,965 | $68,097-83.9% | $62,929-82.6% | $137,256-92.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.06% | 1859.11%-1837.1pp | 1063.93%-1041.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,330 | $2,811+54.0% | $2,505+72.9% | $4,156+4.2% |
| Participant deferral / active EE | $5,797 | $4,553+27.3% | $3,888+49.1% | $6,407-9.5% |
| Admin fee / account holder | $524 | $6,521-92.0% | $5,065-89.6% | $12,270-95.7% |