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 | $28,201 | $27,915+1.0% | $58,482-51.8% | $75,163-62.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.63% | 44.20%-27.6pp | 4239.32%-4222.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,344 | $669+549.3% | $1,053+312.5% | $2,670+62.7% |
| Participant deferral / active EE | $3,171 | $1,201+164.0% | $1,924+64.8% | $4,125-23.1% |
| Admin fee / account holder | $1,849 | $1,726+7.2% | $2,516-26.5% | $5,651-67.3% |