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 6-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 | $80,355 | $180,749-55.5% | $160,784-50.0% | $137,256-41.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.15% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,169 | $4,155-47.8% | $3,733-41.9% | $4,156-47.8% |
| Participant deferral / active EE | $19,999 | $6,844+192.2% | $6,293+217.8% | $6,407+212.2% |
| Admin fee / account holder | $435 | $10,397-95.8% | $9,717-95.5% | $12,270-96.5% |