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 6-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 | $39,490 | $65,561-39.8% | $86,188-54.2% | $75,163-47.5% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 21.30% | 46.05%-24.8pp | 1168.45%-1147.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,340 | $1,553+115.1% | $2,380+40.3% | $2,670+25.1% |
| Participant deferral / active EE | $5,158 | $3,024+70.6% | $3,985+29.4% | $4,125+25.0% |
| Admin fee / account holder | $1,577 | $5,474-71.2% | $6,852-77.0% | $5,651-72.1% |