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 9-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 | $52,327 | $180,449-71.0% | $154,107-66.0% | $135,375-61.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.41% | 888.09%-888.5pp | 735.12%-735.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $11,690 | $6,035+93.7% | $5,298+120.7% | $4,779+144.6% |
| Participant deferral / active EE | $3,600 | $5,806-38.0% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $422 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |