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 | $69,441 | $180,749-61.6% | $160,784-56.8% | $137,256-49.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.89% | 2234.46%-2215.6pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,516 | $4,155-39.5% | $3,733-32.6% | $4,156-39.5% |
| Participant deferral / active EE | $7,148 | $6,844+4.4% | $6,293+13.6% | $6,407+11.6% |
| Admin fee / account holder | $788 | $10,397-92.4% | $9,717-91.9% | $12,270-93.6% |