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 | $19,657 | $49,922-60.6% | $80,569-75.6% | $75,163-73.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 190.40% | 34.69%+155.7pp | 935.43%-745.0pp | 160.62%+29.8pp |
| Employer contribution / active EE | $3,269 | $1,698+92.5% | $2,723+20.0% | $2,670+22.4% |
| Participant deferral / active EE | $6,320 | $2,990+111.3% | $4,447+42.1% | $4,125+53.2% |
| Admin fee / account holder | $772 | $3,577-78.4% | $5,377-85.6% | $5,651-86.3% |