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 7-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 | $27,391 | $69,745-60.7% | $67,511-59.4% | $74,546-63.3% |
| Participation rate | 97.7% | 71.3%+26.3pp | 72.9%+24.8pp | 67.2%+30.4pp |
| Annual return | 46.46% | -40.37%+86.8pp | 3517.41%-3470.9pp | 1366.03%-1319.6pp |
| Employer contribution / active EE | $3,909 | $2,705+44.5% | $2,733+43.0% | $2,624+48.9% |
| Participant deferral / active EE | $7,021 | $3,636+93.1% | $4,000+75.5% | $4,347+61.5% |
| Admin fee / account holder | $4,958 | $894+454.6% | $3,999+24.0% | $1,944+155.1% |