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 | $149,619 | $70,756+111.5% | $65,493+128.4% | $142,382+5.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.58% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $21,148 | $2,881+634.2% | $2,574+721.5% | $4,299+391.9% |
| Participant deferral / active EE | $11,910 | $4,637+156.8% | $3,961+200.7% | $6,507+83.0% |
| Admin fee / account holder | $385 | $6,559-94.1% | $5,028-92.4% | $12,624-97.0% |