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 | $31,013 | $76,738-59.6% | $56,411-45.0% | $145,922-78.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 2994.23%-2980.9pp | 1701.33%-1688.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $7,900 | $1,380+472.5% | $1,039+660.6% | $4,660+69.5% |
| Participant deferral / active EE | $12,950 | $2,623+393.8% | $1,952+563.5% | $6,688+93.6% |
| Admin fee / account holder | $760 | $3,334-77.2% | $2,829-73.2% | $13,397-94.3% |