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 10-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 | $109,954 | $76,738+43.3% | $56,411+94.9% | $145,922-24.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.94% | 2994.23%-2978.3pp | 1701.33%-1685.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $14,066 | $1,380+919.4% | $1,039+1254.2% | $4,660+201.9% |
| Participant deferral / active EE | $14,066 | $2,623+436.3% | $1,952+620.6% | $6,688+110.3% |
| Admin fee / account holder | $969 | $3,334-70.9% | $2,829-65.7% | $13,397-92.8% |