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 3-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 | $67,689 | $101,499-33.3% | $147,005-54.0% | $74,546-9.2% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 24.78% | 8732.34%-8707.6pp | 418.76%-394.0pp | 1366.03%-1341.3pp |
| Employer contribution / active EE | $5,327 | $3,811+39.8% | $4,934+8.0% | $2,624+103.0% |
| Participant deferral / active EE | $10,015 | $7,304+37.1% | $8,070+24.1% | $4,347+130.4% |
| Admin fee / account holder | $5,357 | $1,748+206.5% | $13,006-58.8% | $1,944+175.6% |