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 | $23,242 | $65,561-64.5% | $86,188-73.0% | $75,163-69.1% |
| Participation rate | 79.3% | 60.5%+18.8pp | 69.0%+10.4pp | 67.2%+12.1pp |
| Annual return | 92.45% | 46.05%+46.4pp | 1168.45%-1076.0pp | 160.62%-68.2pp |
| Employer contribution / active EE | $3,186 | $1,553+105.2% | $2,380+33.9% | $2,670+19.3% |
| Participant deferral / active EE | $5,388 | $3,024+78.2% | $3,985+35.2% | $4,125+30.6% |
| Admin fee / account holder | $788 | $5,474-85.6% | $6,852-88.5% | $5,651-86.1% |