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 3-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 | $40,986 | $76,738-46.6% | $56,411-27.3% | $145,922-71.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 33.40% | 2994.23%-2960.8pp | 1701.33%-1667.9pp | 561.29%-527.9pp |
| Employer contribution / active EE | $320 | $1,380-76.8% | $1,039-69.2% | $4,660-93.1% |
| Participant deferral / active EE | $7,180 | $2,623+173.8% | $1,952+267.9% | $6,688+7.4% |
| Admin fee / account holder | $10,563 | $3,334+216.8% | $2,829+273.4% | $13,397-21.2% |