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 | $88,710-63.2% | $81,783-60.1% | $145,959-77.6% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.4%+15.9pp | 80.3%+8.0pp |
| Annual return | 16.94% | 1027.26%-1010.3pp | 775.05%-758.1pp | 561.95%-545.0pp |
| Employer contribution / active EE | $5,384 | $3,083+74.6% | $2,913+84.9% | $4,661+15.5% |
| Participant deferral / active EE | $7,584 | $4,645+63.3% | $4,320+75.5% | $6,689+13.4% |
| Admin fee / account holder | $499 | $8,407-94.1% | $7,380-93.2% | $13,398-96.3% |