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 | $79,735 | $137,414-42.0% | $189,513-57.9% | $85,850-7.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.95% | 38.14%-18.2pp | 555.15%-535.2pp | 318.53%-298.6pp |
| Employer contribution / active EE | $2,460 | $4,344-43.4% | $6,162-60.1% | $2,565-4.1% |
| Participant deferral / active EE | $5,765 | $6,260-7.9% | $8,221-29.9% | $3,952+45.9% |
| Admin fee / account holder | $689 | $8,630-92.0% | $12,045-94.3% | $6,260-89.0% |