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 | $11,219 | $70,756-84.1% | $65,493-82.9% | $142,382-92.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.70% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $909 | $2,881-68.5% | $2,574-64.7% | $4,299-78.9% |
| Participant deferral / active EE | $1,490 | $4,637-67.9% | $3,961-62.4% | $6,507-77.1% |
| Admin fee / account holder | $1,110 | $6,559-83.1% | $5,028-77.9% | $12,624-91.2% |