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 | $14,749 | $68,097-78.3% | $62,929-76.6% | $137,256-89.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.87% | 1859.11%-1836.2pp | 1063.93%-1041.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $9,381 | $2,811+233.7% | $2,505+274.6% | $4,156+125.7% |
| Participant deferral / active EE | $18,334 | $4,553+302.7% | $3,888+371.5% | $6,407+186.2% |
| Admin fee / account holder | $500 | $6,521-92.3% | $5,065-90.1% | $12,270-95.9% |