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 | $39,676 | $88,751-55.3% | $81,812-51.5% | $145,922-72.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 17.09% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,887 | $3,083+58.5% | $2,912+67.8% | $4,660+4.9% |
| Participant deferral / active EE | $11,051 | $4,643+138.0% | $4,319+155.9% | $6,688+65.2% |
| Admin fee / account holder | $5,007 | $8,415-40.5% | $7,386-32.2% | $13,397-62.6% |