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 | $68,097-83.5% | $62,929-82.2% | $137,256-91.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.70% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $909 | $2,811-67.7% | $2,505-63.7% | $4,156-78.1% |
| Participant deferral / active EE | $1,490 | $4,553-67.3% | $3,888-61.7% | $6,407-76.7% |
| Admin fee / account holder | $1,110 | $6,521-83.0% | $5,065-78.1% | $12,270-91.0% |