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 | $94,585 | $68,097+38.9% | $62,929+50.3% | $137,256-31.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.57% | 1859.11%-1841.5pp | 1063.93%-1046.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $9,533 | $2,811+239.1% | $2,505+280.6% | $4,156+129.4% |
| Participant deferral / active EE | $14,545 | $4,553+219.5% | $3,888+274.1% | $6,407+127.0% |
| Admin fee / account holder | $1,128 | $6,521-82.7% | $5,065-77.7% | $12,270-90.8% |