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 | $26,006 | $49,173-47.1% | $121,098-78.5% | $75,163-65.4% |
| Participation rate | 75.0% | 55.4%+19.6pp | 69.5%+5.5pp | 67.2%+7.8pp |
| Annual return | 38.01% | 55.99%-18.0pp | 985.75%-947.7pp | 160.62%-122.6pp |
| Employer contribution / active EE | $2,325 | $1,546+50.4% | $4,164-44.2% | $2,670-12.9% |
| Participant deferral / active EE | $3,380 | $2,628+28.6% | $4,080-17.1% | $4,125-18.1% |
| Admin fee / account holder | $2,047 | $3,942-48.1% | $5,644-63.7% | $5,651-63.8% |