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 | $10,914 | $81,625-86.6% | $58,482-81.3% | $139,434-92.2% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 157.83% | 7404.20%-7246.4pp | 4239.32%-4081.5pp | 372.94%-215.1pp |
| Employer contribution / active EE | $7,020 | $1,398+402.1% | $1,053+566.5% | $4,751+47.8% |
| Participant deferral / active EE | $11,985 | $2,557+368.8% | $1,924+523.0% | $6,710+78.6% |
| Admin fee / account holder | $599 | $3,265-81.7% | $2,516-76.2% | $11,403-94.7% |