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 | $29,660-15.3% | $56,411-55.4% | $80,856-68.9% |
| Participation rate | 91.0% | 41.6%+49.4pp | 52.5%+38.6pp | 67.6%+23.4pp |
| Annual return | 28.01% | 35.23%-7.2pp | 1701.33%-1673.3pp | 35.59%-7.6pp |
| Employer contribution / active EE | $2,561 | $669+282.6% | $1,039+146.6% | $2,755-7.0% |
| Participant deferral / active EE | $4,767 | $1,226+288.8% | $1,952+144.2% | $4,296+11.0% |
| Admin fee / account holder | $644 | $2,428-73.5% | $2,829-77.2% | $6,918-90.7% |