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 | $24,980 | $49,173-49.2% | $121,098-79.4% | $75,163-66.8% |
| Participation rate | 80.0% | 55.4%+24.6pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 20.58% | 55.99%-35.4pp | 985.75%-965.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,993 | $1,546+93.6% | $4,164-28.1% | $2,670+12.1% |
| Participant deferral / active EE | $4,804 | $2,628+82.8% | $4,080+17.7% | $4,125+16.4% |
| Admin fee / account holder | $3,217 | $3,942-18.4% | $5,644-43.0% | $5,651-43.1% |