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 | $52,031 | $106,890-51.3% | $84,015-38.1% | $152,861-66.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.60% | 104.99%-79.4pp | 71.31%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,000 | $2,734+9.7% | $1,983+51.3% | $4,762-37.0% |
| Participant deferral / active EE | $19,999 | $4,011+398.6% | $3,239+517.5% | $5,850+241.8% |
| Admin fee / account holder | $1,005 | $8,285-87.9% | $6,101-83.5% | $11,596-91.3% |