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 3-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 | $22,048 | $88,751-75.2% | $81,812-73.0% | $145,922-84.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 23.13% | 1025.40%-1002.3pp | 773.79%-750.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,230 | $3,083-60.1% | $2,912-57.8% | $4,660-73.6% |
| Participant deferral / active EE | $3,973 | $4,643-14.4% | $4,319-8.0% | $6,688-40.6% |
| Admin fee / account holder | $1,489 | $8,415-82.3% | $7,386-79.8% | $13,397-88.9% |