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 3-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 | $28,805 | $65,561-56.1% | $86,188-66.6% | $75,163-61.7% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.1pp |
| Annual return | 31.57% | 46.05%-14.5pp | 1168.45%-1136.9pp | 160.62%-129.0pp |
| Employer contribution / active EE | $4,429 | $1,553+185.2% | $2,380+86.1% | $2,670+65.9% |
| Participant deferral / active EE | $4,767 | $3,024+57.7% | $3,985+19.6% | $4,125+15.6% |
| Admin fee / account holder | $937 | $5,474-82.9% | $6,852-86.3% | $5,651-83.4% |