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 | $9,719 | $88,751-89.0% | $81,812-88.1% | $145,922-93.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 46.56% | 1025.40%-978.8pp | 773.79%-727.2pp | 561.29%-514.7pp |
| Employer contribution / active EE | $2,669 | $3,083-13.4% | $2,912-8.4% | $4,660-42.7% |
| Participant deferral / active EE | $3,431 | $4,643-26.1% | $4,319-20.5% | $6,688-48.7% |
| Admin fee / account holder | $922 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |