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 4-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 | $29,960 | $76,738-61.0% | $56,411-46.9% | $145,922-79.5% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 19.48% | 2994.23%-2974.7pp | 1701.33%-1681.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,331 | $1,380-3.5% | $1,039+28.2% | $4,660-71.4% |
| Participant deferral / active EE | $5,195 | $2,623+98.1% | $1,952+166.2% | $6,688-22.3% |
| Admin fee / account holder | $730 | $3,334-78.1% | $2,829-74.2% | $13,397-94.5% |