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 | $19,160 | $57,281-66.6% | $86,612-77.9% | $75,163-74.5% |
| Participation rate | 92.9% | 63.2%+29.7pp | 71.7%+21.2pp | 67.2%+25.7pp |
| Annual return | 26.88% | 2670.75%-2643.9pp | 591.07%-564.2pp | 160.62%-133.7pp |
| Employer contribution / active EE | $2,410 | $2,314+4.1% | $3,022-20.3% | $2,670-9.7% |
| Participant deferral / active EE | $4,120 | $3,318+24.2% | $4,438-7.2% | $4,125-0.1% |
| Admin fee / account holder | $726 | $4,112-82.4% | $5,614-87.1% | $5,651-87.2% |