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 | $20,294 | $96,305-78.9% | $80,569-74.8% | $139,434-85.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 205.80% | 1350.08%-1144.3pp | 935.43%-729.6pp | 372.94%-167.1pp |
| Employer contribution / active EE | $1,424 | $3,262-56.3% | $2,723-47.7% | $4,751-70.0% |
| Participant deferral / active EE | $4,004 | $5,232-23.5% | $4,447-10.0% | $6,710-40.3% |
| Admin fee / account holder | $4,912 | $6,599-25.6% | $5,377-8.7% | $11,403-56.9% |