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 | $4,821 | $70,756-93.2% | $65,493-92.6% | $142,382-96.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.04% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $813 | $2,881-71.8% | $2,574-68.4% | $4,299-81.1% |
| Participant deferral / active EE | $850 | $4,637-81.7% | $3,961-78.5% | $6,507-86.9% |
| Admin fee / account holder | $2,283 | $6,559-65.2% | $5,028-54.6% | $12,624-81.9% |