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 | $30,896 | $155,788-80.2% | $124,672-75.2% | $167,490-81.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.19% | 17.97%+9.2pp | 5142.93%-5115.7pp | 478.56%-451.4pp |
| Employer contribution / active EE | $11,661 | $4,163+180.1% | $3,324+250.9% | $4,837+141.1% |
| Participant deferral / active EE | $6,730 | $5,673+18.6% | $4,614+45.8% | $6,341+6.1% |
| Admin fee / account holder | $403 | $9,531-95.8% | $7,493-94.6% | $12,309-96.7% |