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 | $97,783 | $53,516+82.7% | $126,539-22.7% | $84,808+15.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.81% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $11,807 | $1,535+669.3% | $3,674+221.4% | $2,631+348.8% |
| Participant deferral / active EE | $13,150 | $2,671+392.4% | $4,083+222.1% | $4,212+212.2% |
| Admin fee / account holder | $554 | $4,497-87.7% | $6,065-90.9% | $7,344-92.5% |