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 | $25,135 | $29,667-15.3% | $56,441-55.5% | $80,874-68.9% |
| Participation rate | 91.0% | 41.7%+49.4pp | 52.5%+38.5pp | 67.6%+23.4pp |
| Annual return | 28.01% | 35.22%-7.2pp | 1704.21%-1676.2pp | 35.62%-7.6pp |
| Employer contribution / active EE | $2,561 | $669+282.6% | $1,039+146.5% | $2,756-7.1% |
| Participant deferral / active EE | $4,767 | $1,227+288.6% | $1,953+144.1% | $4,297+10.9% |
| Admin fee / account holder | $644 | $2,429-73.5% | $2,829-77.2% | $6,935-90.7% |