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 | $10,280 | $96,635-89.4% | $86,612-88.1% | $139,434-92.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 139.16% | 106.41%+32.8pp | 591.07%-451.9pp | 372.94%-233.8pp |
| Employer contribution / active EE | $2,746 | $3,263-15.9% | $3,022-9.2% | $4,751-42.2% |
| Participant deferral / active EE | $3,049 | $4,836-36.9% | $4,438-31.3% | $6,710-54.6% |
| Admin fee / account holder | $406 | $6,408-93.7% | $5,614-92.8% | $11,403-96.4% |