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 5-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 | $23,399 | $70,606-66.9% | $53,898-56.6% | $142,382-83.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.74% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,035 | $1,202+69.3% | $932+118.3% | $4,299-52.7% |
| Participant deferral / active EE | $3,558 | $2,364+50.5% | $1,826+94.8% | $6,507-45.3% |
| Admin fee / account holder | $929 | $2,852-67.4% | $2,491-62.7% | $12,624-92.6% |