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 | $32,655 | $88,751-63.2% | $81,812-60.1% | $145,922-77.6% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 16.94% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,384 | $3,083+74.6% | $2,912+84.9% | $4,660+15.5% |
| Participant deferral / active EE | $7,584 | $4,643+63.3% | $4,319+75.6% | $6,688+13.4% |
| Admin fee / account holder | $499 | $8,415-94.1% | $7,386-93.2% | $13,397-96.3% |