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 | $16,580 | $34,308-51.7% | $74,701-77.8% | $72,985-77.3% |
| Participation rate | 94.3% | 42.4%+51.9pp | 54.5%+39.8pp | 69.5%+24.8pp |
| Annual return | 47.57% | 26.58%+21.0pp | 752.92%-705.4pp | 81.00%-33.4pp |
| Employer contribution / active EE | $1,456 | $692+110.5% | $1,084+34.4% | $2,440-40.3% |
| Participant deferral / active EE | $3,944 | $1,271+210.2% | $1,964+100.8% | $3,607+9.3% |
| Admin fee / account holder | $366 | $2,124-82.8% | $3,333-89.0% | $5,124-92.9% |