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 | $29,091 | $70,606-58.8% | $53,898-46.0% | $142,382-79.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.82% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $820 | $1,202-31.8% | $932-12.0% | $4,299-80.9% |
| Participant deferral / active EE | $1,025 | $2,364-56.6% | $1,826-43.9% | $6,507-84.2% |
| Admin fee / account holder | $3,428 | $2,852+20.2% | $2,491+37.6% | $12,624-72.8% |