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 4-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 | $185,134 | $70,606+162.2% | $53,898+243.5% | $142,382+30.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.06% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $344 | $1,202-71.4% | $932-63.1% | $4,299-92.0% |
| Participant deferral / active EE | $867 | $2,364-63.3% | $1,826-52.5% | $6,507-86.7% |
| Admin fee / account holder | $1,502 | $2,852-47.3% | $2,491-39.7% | $12,624-88.1% |