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 | $24,121 | $49,173-50.9% | $121,098-80.1% | $75,163-67.9% |
| Participation rate | 82.7% | 55.4%+27.3pp | 69.5%+13.2pp | 67.2%+15.5pp |
| Annual return | 15.77% | 55.99%-40.2pp | 985.75%-970.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,937 | $1,546+25.4% | $4,164-53.5% | $2,670-27.4% |
| Participant deferral / active EE | $5,222 | $2,628+98.8% | $4,080+28.0% | $4,125+26.6% |
| Admin fee / account holder | $24,513 | $3,942+521.9% | $5,644+334.3% | $5,651+333.8% |