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 | $42,606 | $84,402-49.5% | $61,373-30.6% | $134,475-68.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 234.49% | 584.55%-350.1pp | 338.61%-104.1pp | 417.96%-183.5pp |
| Employer contribution / active EE | $136 | $1,544-91.2% | $1,159-88.2% | $4,740-97.1% |
| Participant deferral / active EE | $8,297 | $2,819+194.3% | $2,125+290.5% | $6,400+29.6% |
| Admin fee / account holder | $657 | $2,585-74.6% | $2,130-69.1% | $11,426-94.2% |