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 9-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 | $49,416 | $70,428-29.8% | $96,562-48.8% | $85,850-42.4% |
| Participation rate | 96.1% | 61.8%+34.3pp | 69.8%+26.3pp | 69.3%+26.8pp |
| Annual return | 479.54% | 18.59%+460.9pp | 37.78%+441.8pp | 318.53%+161.0pp |
| Employer contribution / active EE | $21,767 | $1,413+1440.6% | $2,356+823.7% | $2,565+748.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,292 | $4,997-14.1% | $6,181-30.6% | $6,260-31.4% |