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 | $10,126 | $88,751-88.6% | $81,812-87.6% | $145,922-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.43% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $9,400 | $3,083+204.9% | $2,912+222.8% | $4,660+101.7% |
| Participant deferral / active EE | $6,309 | $4,643+35.9% | $4,319+46.1% | $6,688-5.7% |
| Admin fee / account holder | $6,686 | $8,415-20.5% | $7,386-9.5% | $13,397-50.1% |