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 3-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 | $25,687 | $102,317-74.9% | $146,958-82.5% | $80,856-68.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.02% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,800 | $3,713+56.2% | $4,933+17.6% | $2,755+110.6% |
| Participant deferral / active EE | $11,970 | $6,644+80.2% | $8,070+48.3% | $4,296+178.7% |
| Admin fee / account holder | $393 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |