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 4-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 | $67,568 | $102,604-34.1% | $86,188-21.6% | $139,434-51.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 20.98% | 1922.51%-1901.5pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,025 | $3,032-0.3% | $2,380+27.1% | $4,751-36.3% |
| Participant deferral / active EE | $10,191 | $4,676+118.0% | $3,985+155.7% | $6,710+51.9% |
| Admin fee / account holder | $1,996 | $8,657-76.9% | $6,852-70.9% | $11,403-82.5% |