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 3-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 | $24,389 | $74,888-67.4% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 35.59% | 345.14%-309.6pp | 282.51%-246.9pp | 217.08%-181.5pp |
| Employer contribution / active EE | $4,751 | $2,854+66.4% | $2,721+74.6% | $4,299+10.5% |
| Participant deferral / active EE | $14,725 | $4,454+230.6% | $4,175+252.7% | $6,507+126.3% |
| Admin fee / account holder | $11,622 | $5,568+108.7% | $5,349+117.3% | $12,624-7.9% |