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 8-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 | $53,976 | $70,606-23.6% | $53,898+0.1% | $142,382-62.1% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 13.28% | 619.81%-606.5pp | 528.60%-515.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $812 | $1,202-32.4% | $932-12.8% | $4,299-81.1% |
| Participant deferral / active EE | $4,695 | $2,364+98.6% | $1,826+157.1% | $6,507-27.9% |
| Admin fee / account holder | $26,080 | $2,852+814.6% | $2,491+947.1% | $12,624+106.6% |