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 6-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 | $24,498 | $114,047-78.5% | $96,139-74.5% | $167,490-85.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 166.28% | 189.88%-23.6pp | 191.94%-25.7pp | 478.56%-312.3pp |
| Employer contribution / active EE | $2,364 | $3,427-31.0% | $2,797-15.5% | $4,837-51.1% |
| Participant deferral / active EE | $9,268 | $5,194+78.4% | $4,349+113.1% | $6,341+46.1% |
| Admin fee / account holder | $938 | $6,897-86.4% | $5,537-83.1% | $12,309-92.4% |