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 | $29,502 | $102,604-71.2% | $86,188-65.8% | $139,434-78.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 100.28% | 1922.51%-1822.2pp | 1168.45%-1068.2pp | 372.94%-272.7pp |
| Employer contribution / active EE | $5,270 | $3,032+73.8% | $2,380+121.4% | $4,751+10.9% |
| Participant deferral / active EE | $5,705 | $4,676+22.0% | $3,985+43.2% | $6,710-15.0% |
| Admin fee / account holder | $1,074 | $8,657-87.6% | $6,852-84.3% | $11,403-90.6% |