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 5-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 | $48,624 | $70,606-31.1% | $53,898-9.8% | $142,382-65.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.42% | 619.81%-609.4pp | 528.60%-518.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,508 | $1,202+108.6% | $932+169.0% | $4,299-41.7% |
| Participant deferral / active EE | $12,953 | $2,364+447.9% | $1,826+609.2% | $6,507+99.0% |
| Admin fee / account holder | $24,478 | $2,852+758.4% | $2,491+882.7% | $12,624+93.9% |