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 | $53,666 | $67,823-20.9% | $52,425+2.4% | $137,256-60.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.25% | 219.11%-197.9pp | 302.12%-280.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $6,809 | $1,163+485.5% | $914+644.8% | $4,156+63.8% |
| Participant deferral / active EE | $5,820 | $2,288+154.4% | $1,790+225.1% | $6,407-9.2% |
| Admin fee / account holder | $757 | $2,844-73.4% | $2,495-69.7% | $12,270-93.8% |