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 8-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 | $34,172 | $65,561-47.9% | $86,188-60.4% | $75,163-54.5% |
| Participation rate | 73.8% | 60.5%+13.3pp | 69.0%+4.9pp | 67.2%+6.6pp |
| Annual return | 17.45% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,764 | $1,553+206.8% | $2,380+100.2% | $2,670+78.4% |
| Participant deferral / active EE | $2,002 | $3,024-33.8% | $3,985-49.8% | $4,125-51.5% |
| Admin fee / account holder | $912 | $5,474-83.3% | $6,852-86.7% | $5,651-83.9% |