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 5-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 | $51,928 | $96,305-46.1% | $80,569-35.5% | $139,434-62.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 32.50% | 1350.08%-1317.6pp | 935.43%-902.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $4,586 | $3,262+40.6% | $2,723+68.4% | $4,751-3.5% |
| Participant deferral / active EE | $3,027 | $5,232-42.1% | $4,447-31.9% | $6,710-54.9% |
| Admin fee / account holder | $497 | $6,599-92.5% | $5,377-90.8% | $11,403-95.6% |