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 8-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 | $30,950 | $76,738-59.7% | $56,411-45.1% | $145,922-78.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 2994.23%-2981.0pp | 1701.33%-1688.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,539 | $1,380+228.9% | $1,039+337.0% | $4,660-2.6% |
| Participant deferral / active EE | $17,018 | $2,623+548.9% | $1,952+771.9% | $6,688+154.5% |
| Admin fee / account holder | $694 | $3,334-79.2% | $2,829-75.5% | $13,397-94.8% |