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 | $8,356 | $70,606-88.2% | $53,898-84.5% | $142,382-94.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.24% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,250 | $1,202+4.0% | $932+34.1% | $4,299-70.9% |
| Participant deferral / active EE | $5,550 | $2,364+134.8% | $1,826+203.9% | $6,507-14.7% |
| Admin fee / account holder | $8,510 | $2,852+198.4% | $2,491+241.7% | $12,624-32.6% |