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 | $24,983 | $27,915-10.5% | $58,482-57.3% | $75,163-66.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 42.36% | 44.20%-1.8pp | 4239.32%-4197.0pp | 160.62%-118.3pp |
| Employer contribution / active EE | $3,237 | $669+383.8% | $1,053+207.3% | $2,670+21.2% |
| Participant deferral / active EE | $2,874 | $1,201+139.2% | $1,924+49.4% | $4,125-30.3% |
| Admin fee / account holder | $1,147 | $1,726-33.5% | $2,516-54.4% | $5,651-79.7% |