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 9-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 | $46,792 | $49,173-4.8% | $121,098-61.4% | $75,163-37.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.08% | 55.99%-40.9pp | 985.75%-970.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,634 | $1,546+70.4% | $4,164-36.8% | $2,670-1.4% |
| Participant deferral / active EE | $1,743 | $2,628-33.7% | $4,080-57.3% | $4,125-57.7% |
| Admin fee / account holder | $8,478 | $3,942+115.1% | $5,644+50.2% | $5,651+50.0% |