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 | $8,091 | $90,348-91.0% | $75,972-89.4% | $145,922-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.15% | 620.88%-608.7pp | 359.55%-347.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,055 | $3,311-37.9% | $2,685-23.5% | $4,660-55.9% |
| Participant deferral / active EE | $2,969 | $5,162-42.5% | $4,255-30.2% | $6,688-55.6% |
| Admin fee / account holder | $910 | $8,467-89.3% | $6,467-85.9% | $13,397-93.2% |