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 | $28,565 | $68,097-58.1% | $62,929-54.6% | $137,256-79.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.88% | 1859.11%-1835.2pp | 1063.93%-1040.1pp | 220.34%-196.5pp |
| Employer contribution / active EE | $4,378 | $2,811+55.7% | $2,505+74.8% | $4,156+5.3% |
| Participant deferral / active EE | $6,451 | $4,553+41.7% | $3,888+65.9% | $6,407+0.7% |
| Admin fee / account holder | $2,050 | $6,521-68.6% | $5,065-59.5% | $12,270-83.3% |