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 | $28,511 | $96,305-70.4% | $80,569-64.6% | $139,434-79.6% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.7pp |
| Annual return | 25.03% | 1350.08%-1325.1pp | 935.43%-910.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,540 | $3,262+8.5% | $2,723+30.0% | $4,751-25.5% |
| Participant deferral / active EE | $8,060 | $5,232+54.0% | $4,447+81.2% | $6,710+20.1% |
| Admin fee / account holder | $529 | $6,599-92.0% | $5,377-90.2% | $11,403-95.4% |