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 | $24,415 | $30,400-19.7% | $53,898-54.7% | $84,808-71.2% |
| Participation rate | 93.8% | 46.4%+47.3pp | 55.0%+38.8pp | 68.3%+25.4pp |
| Annual return | 17.83% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,864 | $603+375.2% | $932+207.3% | $2,631+8.9% |
| Participant deferral / active EE | $1,678 | $1,199+40.0% | $1,826-8.1% | $4,212-60.2% |
| Admin fee / account holder | $2,331 | $1,993+17.0% | $2,491-6.4% | $7,344-68.3% |