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 | $12,939 | $30,400-57.4% | $53,898-76.0% | $84,808-84.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 18.06% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,491 | $603+147.3% | $932+59.9% | $2,631-43.3% |
| Participant deferral / active EE | $2,117 | $1,199+76.6% | $1,826+15.9% | $4,212-49.7% |
| Admin fee / account holder | $1,570 | $1,993-21.2% | $2,491-37.0% | $7,344-78.6% |