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 | $13,401 | $108,642-87.7% | $74,701-82.1% | $152,861-91.2% |
| Participation rate | 87.5% | 65.3%+22.2pp | 54.5%+33.0pp | 82.4%+5.1pp |
| Annual return | 28.12% | 114.06%-85.9pp | 752.92%-724.8pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,216 | $1,503+47.4% | $1,084+104.5% | $4,762-53.5% |
| Participant deferral / active EE | $2,253 | $2,712-16.9% | $1,964+14.8% | $5,850-61.5% |
| Admin fee / account holder | $587 | $4,902-88.0% | $3,333-82.4% | $11,596-94.9% |