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 | $74,715 | $109,982-32.1% | $97,226-23.2% | $145,922-48.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 33.81% | 242.90%-209.1pp | 75.13%-41.3pp | 561.29%-527.5pp |
| Employer contribution / active EE | $6,018 | $3,084+95.2% | $2,729+120.6% | $4,660+29.2% |
| Participant deferral / active EE | $7,352 | $4,676+57.2% | $4,264+72.4% | $6,688+9.9% |
| Admin fee / account holder | $477 | $6,221-92.3% | $5,654-91.6% | $13,397-96.4% |