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 3-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 | $16,065 | $88,751-81.9% | $81,812-80.4% | $145,922-89.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 66.60% | 1025.40%-958.8pp | 773.79%-707.2pp | 561.29%-494.7pp |
| Employer contribution / active EE | $3,822 | $3,083+24.0% | $2,912+31.2% | $4,660-18.0% |
| Participant deferral / active EE | $5,556 | $4,643+19.7% | $4,319+28.6% | $6,688-16.9% |
| Admin fee / account holder | $483 | $8,415-94.3% | $7,386-93.5% | $13,397-96.4% |