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 | $75,515 | $70,606+7.0% | $53,898+40.1% | $142,382-47.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.02% | 619.81%-602.8pp | 528.60%-511.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,370 | $1,202+97.1% | $932+154.2% | $4,299-44.9% |
| Participant deferral / active EE | $10,024 | $2,364+324.1% | $1,826+448.9% | $6,507+54.0% |
| Admin fee / account holder | $1,027 | $2,852-64.0% | $2,491-58.8% | $12,624-91.9% |