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 | $26,768 | $76,785-65.1% | $56,441-52.6% | $145,959-81.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 29.74% | 3000.51%-2970.8pp | 1704.21%-1674.5pp | 561.95%-532.2pp |
| Employer contribution / active EE | $4,404 | $1,381+219.0% | $1,039+323.8% | $4,661-5.5% |
| Participant deferral / active EE | $9,459 | $2,624+260.5% | $1,953+384.4% | $6,689+41.4% |
| Admin fee / account holder | $1,909 | $3,334-42.7% | $2,829-32.5% | $13,398-85.8% |