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 | $17,429 | $96,635-82.0% | $86,612-79.9% | $139,434-87.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 39.72% | 106.41%-66.7pp | 591.07%-551.3pp | 372.94%-333.2pp |
| Employer contribution / active EE | $3,641 | $3,263+11.6% | $3,022+20.5% | $4,751-23.4% |
| Participant deferral / active EE | $8,388 | $4,836+73.4% | $4,438+89.0% | $6,710+25.0% |
| Admin fee / account holder | $830 | $6,408-87.1% | $5,614-85.2% | $11,403-92.7% |