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 | $16,300 | $70,606-76.9% | $53,898-69.8% | $142,382-88.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.31% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,327 | $1,202+426.4% | $932+578.9% | $4,299+47.2% |
| Participant deferral / active EE | $9,251 | $2,364+291.3% | $1,826+406.6% | $6,507+42.2% |
| Admin fee / account holder | $412 | $2,852-85.5% | $2,491-83.4% | $12,624-96.7% |