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 8-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 | $43,209 | $70,606-38.8% | $53,898-19.8% | $142,382-69.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.07% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,955 | $1,202+145.8% | $932+217.0% | $4,299-31.3% |
| Participant deferral / active EE | $4,946 | $2,364+109.2% | $1,826+170.8% | $6,507-24.0% |
| Admin fee / account holder | $619 | $2,852-78.3% | $2,491-75.1% | $12,624-95.1% |