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 | $26,884 | $108,642-75.3% | $74,701-64.0% | $152,861-82.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.93% | 114.06%-94.1pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,912 | $1,503+93.8% | $1,084+168.7% | $4,762-38.9% |
| Participant deferral / active EE | $4,988 | $2,712+83.9% | $1,964+154.0% | $5,850-14.7% |
| Admin fee / account holder | $329 | $4,902-93.3% | $3,333-90.1% | $11,596-97.2% |