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 | $18,627 | $81,625-77.2% | $58,482-68.1% | $139,434-86.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 28.35% | 7404.20%-7375.8pp | 4239.32%-4211.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $7,912 | $1,398+465.8% | $1,053+651.2% | $4,751+66.5% |
| Participant deferral / active EE | $13,015 | $2,557+409.1% | $1,924+576.5% | $6,710+94.0% |
| Admin fee / account holder | $9,042 | $3,265+176.9% | $2,516+259.4% | $11,403-20.7% |