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 | $25,831 | $88,751-70.9% | $81,812-68.4% | $145,922-82.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.66% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,709 | $3,083+52.7% | $2,912+61.7% | $4,660+1.1% |
| Participant deferral / active EE | $9,862 | $4,643+112.4% | $4,319+128.4% | $6,688+47.5% |
| Admin fee / account holder | $12,197 | $8,415+44.9% | $7,386+65.1% | $13,397-9.0% |