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 | $26,136 | $76,738-65.9% | $56,411-53.7% | $145,922-82.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.35% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $6,090 | $1,380+341.3% | $1,039+486.3% | $4,660+30.7% |
| Participant deferral / active EE | $2,169 | $2,623-17.3% | $1,952+11.1% | $6,688-67.6% |
| Admin fee / account holder | $420 | $3,334-87.4% | $2,829-85.1% | $13,397-96.9% |