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 | $52,726 | $67,823-22.3% | $52,425+0.6% | $137,256-61.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.18% | 219.11%-197.9pp | 302.12%-280.9pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,740 | $1,163+49.6% | $914+90.3% | $4,156-58.1% |
| Participant deferral / active EE | $3,548 | $2,288+55.1% | $1,790+98.1% | $6,407-44.6% |
| Admin fee / account holder | $414 | $2,844-85.4% | $2,495-83.4% | $12,270-96.6% |