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 8-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 | $31,566 | $27,915+13.1% | $58,482-46.0% | $75,163-58.0% |
| Participation rate | 75.8% | 38.8%+36.9pp | 50.9%+24.9pp | 67.2%+8.6pp |
| Annual return | 22.32% | 44.20%-21.9pp | 4239.32%-4217.0pp | 160.62%-138.3pp |
| Employer contribution / active EE | $7,071 | $669+956.9% | $1,053+571.3% | $2,670+164.8% |
| Participant deferral / active EE | $2,195 | $1,201+82.7% | $1,924+14.1% | $4,125-46.8% |
| Admin fee / account holder | $1,241 | $1,726-28.1% | $2,516-50.7% | $5,651-78.0% |