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 | $22,489 | $88,751-74.7% | $81,812-72.5% | $145,922-84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.72% | 1025.40%-994.7pp | 773.79%-743.1pp | 561.29%-530.6pp |
| Employer contribution / active EE | $1,230 | $3,083-60.1% | $2,912-57.8% | $4,660-73.6% |
| Participant deferral / active EE | $4,204 | $4,643-9.5% | $4,319-2.7% | $6,688-37.1% |
| Admin fee / account holder | $547 | $8,415-93.5% | $7,386-92.6% | $13,397-95.9% |