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 5-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 | $123,513 | $70,606+74.9% | $53,898+129.2% | $142,382-13.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.73% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,207 | $1,202+83.6% | $932+136.7% | $4,299-48.7% |
| Participant deferral / active EE | $22,000 | $2,364+830.6% | $1,826+1104.6% | $6,507+238.1% |
| Admin fee / account holder | $1,084 | $2,852-62.0% | $2,491-56.5% | $12,624-91.4% |