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 | $25,881 | $76,738-66.3% | $56,411-54.1% | $145,922-82.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 39.21% | 2994.23%-2955.0pp | 1701.33%-1662.1pp | 561.29%-522.1pp |
| Employer contribution / active EE | $6,712 | $1,380+386.4% | $1,039+546.2% | $4,660+44.1% |
| Participant deferral / active EE | $5,974 | $2,623+127.8% | $1,952+206.1% | $6,688-10.7% |
| Admin fee / account holder | $2,629 | $3,334-21.1% | $2,829-7.1% | $13,397-80.4% |