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 | $34,587 | $70,606-51.0% | $53,898-35.8% | $142,382-75.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 28.70% | 619.81%-591.1pp | 528.60%-499.9pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,583 | $1,202+114.8% | $932+177.1% | $4,299-39.9% |
| Participant deferral / active EE | $7,698 | $2,364+225.6% | $1,826+321.5% | $6,507+18.3% |
| Admin fee / account holder | $1,127 | $2,852-60.5% | $2,491-54.8% | $12,624-91.1% |