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 | $29,672 | $96,635-69.3% | $86,612-65.7% | $139,434-78.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 33.21% | 106.41%-73.2pp | 591.07%-557.9pp | 372.94%-339.7pp |
| Employer contribution / active EE | $4,749 | $3,263+45.6% | $3,022+57.1% | $4,7510% |
| Participant deferral / active EE | $10,966 | $4,836+126.8% | $4,438+147.1% | $6,710+63.4% |
| Admin fee / account holder | $13,492 | $6,408+110.6% | $5,614+140.3% | $11,403+18.3% |