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 | $53,249 | $96,305-44.7% | $80,569-33.9% | $139,434-61.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.95% | 1350.08%-1330.1pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,740 | $3,262+14.6% | $2,723+37.3% | $4,751-21.3% |
| Participant deferral / active EE | $3,740 | $5,232-28.5% | $4,447-15.9% | $6,710-44.3% |
| Admin fee / account holder | $313 | $6,599-95.3% | $5,377-94.2% | $11,403-97.3% |