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 | $46,404 | $72,071-35.6% | $68,368-32.1% | $137,256-66.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.42% | 353.14%-334.7pp | 292.57%-274.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $13,284 | $2,788+376.5% | $2,649+401.5% | $4,156+219.6% |
| Participant deferral / active EE | $8,326 | $4,410+88.8% | $4,123+102.0% | $6,407+30.0% |
| Admin fee / account holder | $614 | $5,336-88.5% | $5,150-88.1% | $12,270-95.0% |