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 | $50,952 | $96,305-47.1% | $80,569-36.8% | $139,434-63.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1350.08%-1336.2pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $20,808 | $3,262+537.9% | $2,723+664.0% | $4,751+338.0% |
| Participant deferral / active EE | $9,103 | $5,232+74.0% | $4,447+104.7% | $6,710+35.7% |
| Admin fee / account holder | $412 | $6,599-93.8% | $5,377-92.3% | $11,403-96.4% |