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 6-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 | $40,875 | $176,662-76.9% | $130,648-68.7% | $152,861-73.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 28.39% | 2692.24%-2663.8pp | 1708.96%-1680.6pp | 345.32%-316.9pp |
| Employer contribution / active EE | $4,159 | $5,742-27.6% | $4,092+1.6% | $4,762-12.7% |
| Participant deferral / active EE | $7,348 | $4,361+68.5% | $3,603+103.9% | $5,850+25.6% |
| Admin fee / account holder | $507 | $7,133-92.9% | $5,464-90.7% | $11,596-95.6% |