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 | $19,280 | $81,625-76.4% | $58,482-67.0% | $139,434-86.2% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 22.90% | 7404.20%-7381.3pp | 4239.32%-4216.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,331 | $1,398+66.7% | $1,053+121.3% | $4,751-50.9% |
| Participant deferral / active EE | $5,691 | $2,557+122.6% | $1,924+195.8% | $6,710-15.2% |
| Admin fee / account holder | $980 | $3,265-70.0% | $2,516-61.0% | $11,403-91.4% |