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 | $49,294 | $180,749-72.7% | $160,784-69.3% | $137,256-64.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 40.43% | 2234.46%-2194.0pp | 1803.92%-1763.5pp | 220.34%-179.9pp |
| Employer contribution / active EE | $2,088 | $4,155-49.7% | $3,733-44.1% | $4,156-49.8% |
| Participant deferral / active EE | $5,351 | $6,844-21.8% | $6,293-15.0% | $6,407-16.5% |
| Admin fee / account holder | $721 | $10,397-93.1% | $9,717-92.6% | $12,270-94.1% |