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 3-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 | $4,552 | $88,751-94.9% | $81,812-94.4% | $145,922-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 67.85% | 1025.40%-957.5pp | 773.79%-705.9pp | 561.29%-493.4pp |
| Employer contribution / active EE | $2,111 | $3,083-31.5% | $2,912-27.5% | $4,660-54.7% |
| Participant deferral / active EE | $3,392 | $4,643-26.9% | $4,319-21.4% | $6,688-49.3% |
| Admin fee / account holder | $415 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |