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 | $23,720 | $53,516-55.7% | $126,539-81.3% | $84,808-72.0% |
| Participation rate | 73.1% | 58.2%+14.8pp | 69.8%+3.3pp | 68.3%+4.8pp |
| Annual return | 28.38% | 58.34%-30.0pp | 425.95%-397.6pp | 40.90%-12.5pp |
| Employer contribution / active EE | $2,047 | $1,535+33.4% | $3,674-44.3% | $2,631-22.2% |
| Participant deferral / active EE | $3,593 | $2,671+34.5% | $4,083-12.0% | $4,212-14.7% |
| Admin fee / account holder | $936 | $4,497-79.2% | $6,065-84.6% | $7,344-87.3% |