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 6-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 | $21,499 | $109,817-80.4% | $98,442-78.2% | $167,490-87.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 635.62% | 1956.69%-1321.1pp | 1492.73%-857.1pp | 478.56%+157.1pp |
| Employer contribution / active EE | $6,652 | $3,224+106.3% | $2,960+124.7% | $4,837+37.5% |
| Participant deferral / active EE | $10,409 | $4,673+122.7% | $4,276+143.4% | $6,341+64.1% |
| Admin fee / account holder | $2,529 | $6,753-62.5% | $5,949-57.5% | $12,309-79.5% |