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 3-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 | $13,217 | $68,097-80.6% | $62,929-79.0% | $137,256-90.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 26.88% | 1859.11%-1832.2pp | 1063.93%-1037.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $7,417 | $2,811+163.8% | $2,505+196.1% | $4,156+78.5% |
| Participant deferral / active EE | $10,828 | $4,553+137.8% | $3,888+178.5% | $6,407+69.0% |
| Admin fee / account holder | $6,382 | $6,521-2.1% | $5,065+26.0% | $12,270-48.0% |