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 | $20,060 | $49,173-59.2% | $121,098-83.4% | $75,163-73.3% |
| Participation rate | 93.1% | 55.4%+37.7pp | 69.5%+23.6pp | 67.2%+25.9pp |
| Annual return | 21.19% | 55.99%-34.8pp | 985.75%-964.6pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,721 | $1,546+140.7% | $4,164-10.6% | $2,670+39.4% |
| Participant deferral / active EE | $5,147 | $2,628+95.9% | $4,080+26.2% | $4,125+24.8% |
| Admin fee / account holder | $765 | $3,942-80.6% | $5,644-86.5% | $5,651-86.5% |