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 | $21,728 | $57,281-62.1% | $86,612-74.9% | $75,163-71.1% |
| Participation rate | 93.0% | 63.2%+29.8pp | 71.7%+21.3pp | 67.2%+25.8pp |
| Annual return | 59.24% | 2670.75%-2611.5pp | 591.07%-531.8pp | 160.62%-101.4pp |
| Employer contribution / active EE | $2,136 | $2,314-7.7% | $3,022-29.3% | $2,670-20.0% |
| Participant deferral / active EE | $4,946 | $3,318+49.1% | $4,438+11.5% | $4,125+19.9% |
| Admin fee / account holder | $8,778 | $4,112+113.5% | $5,614+56.4% | $5,651+55.3% |