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 4-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 | $8,356 | $67,823-87.7% | $52,425-84.1% | $137,256-93.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.24% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,250 | $1,163+7.5% | $914+36.7% | $4,156-69.9% |
| Participant deferral / active EE | $5,550 | $2,288+142.6% | $1,790+210.0% | $6,407-13.4% |
| Admin fee / account holder | $8,510 | $2,844+199.2% | $2,495+241.1% | $12,270-30.6% |