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 | $46,695 | $126,574-63.1% | $106,213-56.0% | $145,922-68.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.04% | 224.79%-210.7pp | 116.14%-102.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,000 | $3,730-19.6% | $3,171-5.4% | $4,660-35.6% |
| Participant deferral / active EE | $18,000 | $5,724+214.5% | $5,016+258.9% | $6,688+169.2% |
| Admin fee / account holder | $381 | $17,304-97.8% | $11,033-96.5% | $13,397-97.2% |