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 | $17,029 | $77,899-78.1% | $149,673-88.6% | $75,163-77.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 1495.99% | 31.72%+1464.3pp | 134.42%+1361.6pp | 160.62%+1335.4pp |
| Employer contribution / active EE | $2,489 | $3,137-20.7% | $4,818-48.3% | $2,670-6.8% |
| Participant deferral / active EE | $4,386 | $3,411+28.6% | $5,680-22.8% | $4,125+6.3% |
| Admin fee / account holder | $379 | $5,956-93.6% | $13,210-97.1% | $5,651-93.3% |