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 | $30,337 | $84,402-64.1% | $61,373-50.6% | $134,475-77.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 79.80% | 584.55%-504.7pp | 338.61%-258.8pp | 417.96%-338.2pp |
| Employer contribution / active EE | $702 | $1,544-54.6% | $1,159-39.5% | $4,740-85.2% |
| Participant deferral / active EE | $10,773 | $2,819+282.1% | $2,125+407.0% | $6,400+68.3% |
| Admin fee / account holder | $547 | $2,585-78.8% | $2,130-74.3% | $11,426-95.2% |