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 6-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 | $139,189 | $88,751+56.8% | $81,812+70.1% | $145,922-4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $10,000 | $3,083+224.3% | $2,912+243.4% | $4,660+114.6% |
| Participant deferral / active EE | $10,000 | $4,643+115.4% | $4,319+131.6% | $6,688+49.5% |
| Admin fee / account holder | $678 | $8,415-91.9% | $7,386-90.8% | $13,397-94.9% |