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 | $26,122 | $49,922-47.7% | $80,569-67.6% | $75,163-65.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 24.39% | 34.69%-10.3pp | 935.43%-911.0pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,795 | $1,698+5.7% | $2,723-34.1% | $2,670-32.8% |
| Participant deferral / active EE | $6,047 | $2,990+102.2% | $4,447+36.0% | $4,125+46.6% |
| Admin fee / account holder | $1,361 | $3,577-61.9% | $5,377-74.7% | $5,651-75.9% |