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 | $61,227 | $80,812-24.2% | $160,784-61.9% | $82,448-25.7% |
| Participation rate | 98.1% | 66.2%+31.9pp | 77.0%+21.2pp | 68.1%+30.0pp |
| Annual return | 33.99% | 100.59%-66.6pp | 1803.92%-1769.9pp | 41.64%-7.6pp |
| Employer contribution / active EE | $3,978 | $2,174+83.0% | $3,733+6.6% | $2,551+56.0% |
| Participant deferral / active EE | $12,880 | $4,335+197.1% | $6,293+104.7% | $4,139+211.2% |
| Admin fee / account holder | $1,568 | $7,695-79.6% | $9,717-83.9% | $7,234-78.3% |