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 | $62,278 | $76,738-18.8% | $56,411+10.4% | $145,922-57.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.40% | 2994.23%-2974.8pp | 1701.33%-1681.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $932 | $1,380-32.5% | $1,039-10.3% | $4,660-80.0% |
| Participant deferral / active EE | $932 | $2,623-64.5% | $1,952-52.3% | $6,688-86.1% |
| Admin fee / account holder | $36,318 | $3,334+989.4% | $2,829+1183.9% | $13,397+171.1% |