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 | $12,381 | $88,751-86.0% | $81,812-84.9% | $145,922-91.5% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 16.24% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,535 | $3,083-50.2% | $2,912-47.3% | $4,660-67.1% |
| Participant deferral / active EE | $6,676 | $4,643+43.8% | $4,319+54.6% | $6,688-0.2% |
| Admin fee / account holder | $2,389 | $8,415-71.6% | $7,386-67.7% | $13,397-82.2% |