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 | $47,695 | $149,040-68.0% | $120,225-60.3% | $137,256-65.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.61% | 605.68%-589.1pp | 439.23%-422.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,962 | $4,350+37.1% | $3,475+71.6% | $4,156+43.5% |
| Participant deferral / active EE | $11,074 | $4,655+137.9% | $3,999+176.9% | $6,407+72.9% |
| Admin fee / account holder | $439 | $6,348-93.1% | $5,696-92.3% | $12,270-96.4% |