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 6-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 | $23,051 | $57,281-59.8% | $86,612-73.4% | $75,163-69.3% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 30.60% | 2670.75%-2640.2pp | 591.07%-560.5pp | 160.62%-130.0pp |
| Employer contribution / active EE | $3,404 | $2,314+47.1% | $3,022+12.6% | $2,670+27.5% |
| Participant deferral / active EE | $7,561 | $3,318+127.9% | $4,438+70.4% | $4,125+83.3% |
| Admin fee / account holder | $603 | $4,112-85.3% | $5,614-89.3% | $5,651-89.3% |