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 | $34,871 | $149,040-76.6% | $120,225-71.0% | $137,256-74.6% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 21.47% | 605.68%-584.2pp | 439.23%-417.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,802 | $4,350-58.6% | $3,475-48.1% | $4,156-56.6% |
| Participant deferral / active EE | $5,461 | $4,655+17.3% | $3,999+36.6% | $6,407-14.8% |
| Admin fee / account holder | $644 | $6,348-89.9% | $5,696-88.7% | $12,270-94.8% |