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 10-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 | $120,600 | $70,606+70.8% | $53,898+123.8% | $142,382-15.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.65% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $323 | $1,202-73.1% | $932-65.3% | $4,299-92.5% |
| Participant deferral / active EE | $323 | $2,364-86.3% | $1,826-82.3% | $6,507-95.0% |
| Admin fee / account holder | $21,398 | $2,852+650.4% | $2,491+759.1% | $12,624+69.5% |