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 4-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 | $8,336 | $49,922-83.3% | $80,569-89.7% | $75,163-88.9% |
| Participation rate | 71.7% | 55.3%+16.4pp | 67.0%+4.7pp | 67.2%+4.5pp |
| Annual return | 49.01% | 34.69%+14.3pp | 935.43%-886.4pp | 160.62%-111.6pp |
| Employer contribution / active EE | $904 | $1,698-46.7% | $2,723-66.8% | $2,670-66.1% |
| Participant deferral / active EE | $2,453 | $2,990-18.0% | $4,447-44.8% | $4,125-40.5% |
| Admin fee / account holder | $847 | $3,577-76.3% | $5,377-84.3% | $5,651-85.0% |