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 | $69,500 | $70,606-1.6% | $53,898+28.9% | $142,382-51.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.58% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,014 | $1,202+67.5% | $932+116.1% | $4,299-53.2% |
| Participant deferral / active EE | $17,246 | $2,364+629.5% | $1,826+844.3% | $6,507+165.0% |
| Admin fee / account holder | $905 | $2,852-68.3% | $2,491-63.7% | $12,624-92.8% |