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 | $28,380 | $27,915+1.7% | $58,482-51.5% | $75,163-62.2% |
| Participation rate | 76.5% | 38.8%+37.6pp | 50.9%+25.6pp | 67.2%+9.3pp |
| Annual return | 20.10% | 44.20%-24.1pp | 4239.32%-4219.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $5,996 | $669+796.2% | $1,053+469.3% | $2,670+124.6% |
| Participant deferral / active EE | $4,476 | $1,201+272.6% | $1,924+132.7% | $4,125+8.5% |
| Admin fee / account holder | $539 | $1,726-68.7% | $2,516-78.6% | $5,651-90.5% |