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 5-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 | $15,719 | $30,400-48.3% | $53,898-70.8% | $84,808-81.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 23.95% | 500.19%-476.2pp | 528.60%-504.6pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,190 | $603+97.4% | $932+27.7% | $2,631-54.8% |
| Participant deferral / active EE | $3,221 | $1,199+168.7% | $1,826+76.4% | $4,212-23.5% |
| Admin fee / account holder | $832 | $1,993-58.2% | $2,491-66.6% | $7,344-88.7% |