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 3-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 | $95,161 | $68,097+39.7% | $62,929+51.2% | $137,256-30.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 156.93% | 1859.11%-1702.2pp | 1063.93%-907.0pp | 220.34%-63.4pp |
| Employer contribution / active EE | $4,815 | $2,811+71.3% | $2,505+92.2% | $4,156+15.8% |
| Participant deferral / active EE | $17,714 | $4,553+289.1% | $3,888+355.6% | $6,407+176.5% |
| Admin fee / account holder | $1,859 | $6,521-71.5% | $5,065-63.3% | $12,270-84.9% |