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 | $27,173 | $65,561-58.6% | $86,188-68.5% | $75,163-63.8% |
| Participation rate | 94.0% | 60.5%+33.5pp | 69.0%+25.0pp | 67.2%+26.8pp |
| Annual return | 44.44% | 46.05%-1.6pp | 1168.45%-1124.0pp | 160.62%-116.2pp |
| Employer contribution / active EE | $2,511 | $1,553+61.8% | $2,380+5.5% | $2,670-5.9% |
| Participant deferral / active EE | $4,432 | $3,024+46.6% | $3,985+11.2% | $4,125+7.4% |
| Admin fee / account holder | $1,197 | $5,474-78.1% | $6,852-82.5% | $5,651-78.8% |