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 | $67,228 | $88,751-24.3% | $81,812-17.8% | $145,922-53.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.72% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,535 | $3,083+47.1% | $2,912+55.7% | $4,660-2.7% |
| Participant deferral / active EE | $13,921 | $4,643+199.8% | $4,319+222.3% | $6,688+108.2% |
| Admin fee / account holder | $752 | $8,415-91.1% | $7,386-89.8% | $13,397-94.4% |