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 | $14,594 | $49,173-70.3% | $121,098-87.9% | $75,163-80.6% |
| Participation rate | 96.5% | 55.4%+41.1pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 28.67% | 55.99%-27.3pp | 985.75%-957.1pp | 160.62%-131.9pp |
| Employer contribution / active EE | $1,886 | $1,546+22.0% | $4,164-54.7% | $2,670-29.4% |
| Participant deferral / active EE | $3,532 | $2,628+34.4% | $4,080-13.4% | $4,125-14.4% |
| Admin fee / account holder | $1,450 | $3,942-63.2% | $5,644-74.3% | $5,651-74.3% |