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 | $8,900 | $88,751-90.0% | $81,812-89.1% | $145,922-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.43% | 1025.40%-1001.0pp | 773.79%-749.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $7,762 | $3,083+151.7% | $2,912+166.5% | $4,660+66.6% |
| Participant deferral / active EE | $15,955 | $4,643+243.6% | $4,319+269.5% | $6,688+138.6% |
| Admin fee / account holder | $878 | $8,415-89.6% | $7,386-88.1% | $13,397-93.4% |