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 6-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 | $27,568 | $49,922-44.8% | $80,569-65.8% | $75,163-63.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 28.96% | 34.69%-5.7pp | 935.43%-906.5pp | 160.62%-131.7pp |
| Employer contribution / active EE | $6,014 | $1,698+254.1% | $2,723+120.8% | $2,670+125.3% |
| Participant deferral / active EE | $6,374 | $2,990+113.2% | $4,447+43.3% | $4,125+54.5% |
| Admin fee / account holder | $1,035 | $3,577-71.1% | $5,377-80.8% | $5,651-81.7% |