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 | $32,328 | $88,751-63.6% | $81,812-60.5% | $145,922-77.8% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 17.08% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,500 | $3,083+13.5% | $2,912+20.2% | $4,660-24.9% |
| Participant deferral / active EE | $5,997 | $4,643+29.2% | $4,319+38.9% | $6,688-10.3% |
| Admin fee / account holder | $559 | $8,415-93.4% | $7,386-92.4% | $13,397-95.8% |