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 | $26,463 | $76,738-65.5% | $56,411-53.1% | $145,922-81.9% |
| Participation rate | 78.6% | 63.2%+15.4pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 16.59% | 2994.23%-2977.6pp | 1701.33%-1684.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,309 | $1,380-5.1% | $1,039+26.1% | $4,660-71.9% |
| Participant deferral / active EE | $5,974 | $2,623+127.8% | $1,952+206.1% | $6,688-10.7% |
| Admin fee / account holder | $849 | $3,334-74.5% | $2,829-70.0% | $13,397-93.7% |