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 | $41,825 | $49,922-16.2% | $80,569-48.1% | $75,163-44.4% |
| Participation rate | 75.8% | 55.3%+20.5pp | 67.0%+8.8pp | 67.2%+8.6pp |
| Annual return | 27.23% | 34.69%-7.5pp | 935.43%-908.2pp | 160.62%-133.4pp |
| Employer contribution / active EE | $3,962 | $1,698+133.3% | $2,723+45.5% | $2,670+48.4% |
| Participant deferral / active EE | $8,399 | $2,990+180.9% | $4,447+88.9% | $4,125+103.6% |
| Admin fee / account holder | $616 | $3,577-82.8% | $5,377-88.5% | $5,651-89.1% |