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 | $42,250 | $88,751-52.4% | $81,812-48.4% | $145,922-71.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 38.61% | 1025.40%-986.8pp | 773.79%-735.2pp | 561.29%-522.7pp |
| Employer contribution / active EE | $3,997 | $3,083+29.6% | $2,912+37.3% | $4,660-14.2% |
| Participant deferral / active EE | $7,712 | $4,643+66.1% | $4,319+78.6% | $6,688+15.3% |
| Admin fee / account holder | $1,865 | $8,415-77.8% | $7,386-74.8% | $13,397-86.1% |