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 | $93,597 | $76,738+22.0% | $56,411+65.9% | $145,922-35.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $7,567 | $1,380+448.4% | $1,039+628.6% | $4,660+62.4% |
| Participant deferral / active EE | $2,594 | $2,623-1.1% | $1,952+32.9% | $6,688-61.2% |
| Admin fee / account holder | $10,267 | $3,334+208.0% | $2,829+262.9% | $13,397-23.4% |