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 | $28,325 | $138,044-79.5% | $125,339-77.4% | $134,475-78.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $8,088 | $5,243+54.3% | $4,814+68.0% | $4,740+70.7% |
| Participant deferral / active EE | $8,566 | $7,799+9.8% | $7,446+15.0% | $6,400+33.8% |
| Admin fee / account holder | $425 | $11,571-96.3% | $10,010-95.8% | $11,426-96.3% |