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 7-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 | $31,192 | $65,561-52.4% | $86,188-63.8% | $75,163-58.5% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 29.88% | 46.05%-16.2pp | 1168.45%-1138.6pp | 160.62%-130.7pp |
| Employer contribution / active EE | $3,262 | $1,553+110.1% | $2,380+37.0% | $2,670+22.2% |
| Participant deferral / active EE | $5,220 | $3,024+72.6% | $3,985+31.0% | $4,125+26.5% |
| Admin fee / account holder | $1,055 | $5,474-80.7% | $6,852-84.6% | $5,651-81.3% |