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 | $107,385 | $76,738+39.9% | $56,411+90.4% | $145,922-26.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 490.95% | 2994.23%-2503.3pp | 1701.33%-1210.4pp | 561.29%-70.3pp |
| Employer contribution / active EE | $7,349 | $1,380+432.6% | $1,039+607.6% | $4,660+57.7% |
| Participant deferral / active EE | $16,009 | $2,623+510.4% | $1,952+720.2% | $6,688+139.4% |
| Admin fee / account holder | $323 | $3,334-90.3% | $2,829-88.6% | $13,397-97.6% |