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 | $23,569 | $81,625-71.1% | $58,482-59.7% | $139,434-83.1% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 13.61% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,791 | $1,398+28.1% | $1,053+70.0% | $4,751-62.3% |
| Participant deferral / active EE | $8,638 | $2,557+237.9% | $1,924+349.0% | $6,710+28.7% |
| Admin fee / account holder | $23,182 | $3,265+610.0% | $2,516+821.4% | $11,403+103.3% |