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 | $70,636 | $180,749-60.9% | $160,784-56.1% | $137,256-48.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.03% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,973 | $4,155-28.4% | $3,733-20.3% | $4,156-28.5% |
| Participant deferral / active EE | $13,681 | $6,844+99.9% | $6,293+117.4% | $6,407+113.5% |
| Admin fee / account holder | $327 | $10,397-96.9% | $9,717-96.6% | $12,270-97.3% |