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 9-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 | $33,489 | $70,606-52.6% | $53,898-37.9% | $142,382-76.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.15% | 619.81%-603.7pp | 528.60%-512.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,143 | $1,202+494.2% | $932+666.4% | $4,299+66.1% |
| Participant deferral / active EE | $1,873 | $2,364-20.8% | $1,826+2.6% | $6,507-71.2% |
| Admin fee / account holder | $991 | $2,852-65.3% | $2,491-60.2% | $12,624-92.2% |