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 | $19,655 | $49,922-60.6% | $80,569-75.6% | $75,163-73.8% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 25.33% | 34.69%-9.4pp | 935.43%-910.1pp | 160.62%-135.3pp |
| Employer contribution / active EE | $2,940 | $1,698+73.1% | $2,723+8.0% | $2,670+10.1% |
| Participant deferral / active EE | $4,552 | $2,990+52.2% | $4,447+2.3% | $4,125+10.3% |
| Admin fee / account holder | $399 | $3,577-88.8% | $5,377-92.6% | $5,651-92.9% |