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 5-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 | $30,940 | $88,751-65.1% | $81,812-62.2% | $145,922-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1025.40%-1013.1pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,877 | $3,083+58.2% | $2,912+67.5% | $4,660+4.7% |
| Participant deferral / active EE | $7,313 | $4,643+57.5% | $4,319+69.3% | $6,688+9.3% |
| Admin fee / account holder | $439 | $8,415-94.8% | $7,386-94.1% | $13,397-96.7% |