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 | $6,107 | $88,751-93.1% | $81,812-92.5% | $145,922-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 85.35% | 1025.40%-940.1pp | 773.79%-688.4pp | 561.29%-475.9pp |
| Employer contribution / active EE | $4,571 | $3,083+48.2% | $2,912+57.0% | $4,660-1.9% |
| Participant deferral / active EE | $4,571 | $4,643-1.6% | $4,319+5.8% | $6,688-31.7% |
| Admin fee / account holder | $4,317 | $8,415-48.7% | $7,386-41.6% | $13,397-67.8% |