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 7-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 | $31,684 | $30,400+4.2% | $53,898-41.2% | $84,808-62.6% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.3pp | 68.3%+21.9pp |
| Annual return | 20.05% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,110 | $603+416.0% | $932+233.7% | $2,631+18.2% |
| Participant deferral / active EE | $2,388 | $1,199+99.2% | $1,826+30.8% | $4,212-43.3% |
| Admin fee / account holder | $554 | $1,993-72.2% | $2,491-77.7% | $7,344-92.5% |