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 | $46,576 | $105,998-56.1% | $92,233-49.5% | $147,584-68.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.95% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,039 | $4,333-76.0% | $3,679-71.8% | $4,876-78.7% |
| Participant deferral / active EE | $2,357 | $4,478-47.4% | $3,897-39.5% | $5,439-56.7% |
| Admin fee / account holder | $15,714 | $6,332+148.2% | $5,194+202.6% | $10,885+44.4% |