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 | $29,839 | $111,724-73.3% | $93,606-68.1% | $145,922-79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 40.78% | 202.98%-162.2pp | 133.20%-92.4pp | 561.29%-520.5pp |
| Employer contribution / active EE | $5,938 | $3,090+92.2% | $2,420+145.4% | $4,660+27.4% |
| Participant deferral / active EE | $54,445 | $4,912+1008.5% | $4,411+1134.2% | $6,688+714.1% |
| Admin fee / account holder | $674 | $10,250-93.4% | $8,285-91.9% | $13,397-95.0% |