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 8-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 | $75,700 | $118,680-36.2% | $98,907-23.5% | $158,922-52.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 75.05% | 372.35%-297.3pp | 196.43%-121.4pp | 302.83%-227.8pp |
| Employer contribution / active EE | $7,750 | $3,333+132.5% | $2,689+188.2% | $4,761+62.8% |
| Participant deferral / active EE | $13,000 | $5,088+155.5% | $4,244+206.3% | $5,982+117.3% |
| Admin fee / account holder | $981 | $10,131-90.3% | $6,642-85.2% | $11,246-91.3% |