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 | $42,480 | $70,606-39.8% | $53,898-21.2% | $142,382-70.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 98.66% | 619.81%-521.2pp | 528.60%-429.9pp | 217.08%-118.4pp |
| Employer contribution / active EE | $8,433 | $1,202+601.5% | $932+804.8% | $4,299+96.2% |
| Participant deferral / active EE | $3,444 | $2,364+45.7% | $1,826+88.6% | $6,507-47.1% |
| Admin fee / account holder | $584 | $2,852-79.5% | $2,491-76.6% | $12,624-95.4% |