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 9-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 | $27,148 | $108,642-75.0% | $74,701-63.7% | $152,861-82.2% |
| Participation rate | 87.5% | 65.3%+22.2pp | 54.5%+33.0pp | 82.4%+5.1pp |
| Annual return | 24.75% | 114.06%-89.3pp | 752.92%-728.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,843 | $1,503+22.6% | $1,084+70.1% | $4,762-61.3% |
| Participant deferral / active EE | $5,823 | $2,712+114.7% | $1,964+196.6% | $5,850-0.5% |
| Admin fee / account holder | $747 | $4,902-84.8% | $3,333-77.6% | $11,596-93.6% |