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 3-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 | $11,817 | $58,208-79.7% | $81,812-85.6% | $80,856-85.4% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 31.93% | 41.66%-9.7pp | 773.79%-741.9pp | 35.59%-3.7pp |
| Employer contribution / active EE | $4,726 | $2,340+102.0% | $2,912+62.3% | $2,755+71.6% |
| Participant deferral / active EE | $3,114 | $3,281-5.1% | $4,319-27.9% | $4,296-27.5% |
| Admin fee / account holder | $438 | $4,981-91.2% | $7,386-94.1% | $6,918-93.7% |