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 7-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 | $30,677 | $27,915+9.9% | $58,482-47.5% | $75,163-59.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 52.58% | 44.20%+8.4pp | 4239.32%-4186.7pp | 160.62%-108.0pp |
| Employer contribution / active EE | $2,992 | $669+347.3% | $1,053+184.1% | $2,670+12.1% |
| Participant deferral / active EE | $3,179 | $1,201+164.7% | $1,924+65.3% | $4,125-22.9% |
| Admin fee / account holder | $611 | $1,726-64.6% | $2,516-75.7% | $5,651-89.2% |