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 8-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 | $44,489 | $49,922-10.9% | $80,569-44.8% | $75,163-40.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 21.83% | 34.69%-12.9pp | 935.43%-913.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,987 | $1,698+193.6% | $2,723+83.1% | $2,670+86.8% |
| Participant deferral / active EE | $10,128 | $2,990+238.7% | $4,447+127.7% | $4,125+145.5% |
| Admin fee / account holder | $3,368 | $3,577-5.9% | $5,377-37.4% | $5,651-40.4% |