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 | $56,589 | $76,785-26.3% | $56,441+0.3% | $145,959-61.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 3000.51%-2988.4pp | 1704.21%-1692.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,784 | $1,381+174.1% | $1,039+264.2% | $4,661-18.8% |
| Participant deferral / active EE | $13,561 | $2,624+416.9% | $1,953+594.4% | $6,689+102.7% |
| Admin fee / account holder | $811 | $3,334-75.7% | $2,829-71.3% | $13,398-93.9% |