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 5-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 | $36,482 | $88,751-58.9% | $81,812-55.4% | $145,922-75.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 13.80% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,937 | $3,083-4.7% | $2,912+0.8% | $4,660-37.0% |
| Participant deferral / active EE | $7,695 | $4,643+65.7% | $4,319+78.2% | $6,688+15.1% |
| Admin fee / account holder | $1,536 | $8,415-81.8% | $7,386-79.2% | $13,397-88.5% |