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 5-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 | $22,972 | $45,566-49.6% | $64,105-64.2% | $59,632-61.5% |
| Participation rate | 90.6% | 60.2%+30.5pp | 68.2%+22.5pp | 68.7%+22.0pp |
| Annual return | 22.39% | 4.95%+17.4pp | 791.24%-768.9pp | 2041.28%-2018.9pp |
| Employer contribution / active EE | $1,648 | $934+76.4% | $1,820-9.5% | $2,203-25.2% |
| Participant deferral / active EE | $3,950 | $2,057+92.0% | $2,822+40.0% | $3,192+23.8% |
| Admin fee / account holder | $589 | $3,268-82.0% | $4,499-86.9% | $4,297-86.3% |