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 6-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 | $22,944 | $49,173-53.3% | $121,098-81.1% | $75,163-69.5% |
| Participation rate | 95.5% | 55.4%+40.1pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | 21.64% | 55.99%-34.3pp | 985.75%-964.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,894 | $1,546+22.5% | $4,164-54.5% | $2,670-29.1% |
| Participant deferral / active EE | $2,915 | $2,628+10.9% | $4,080-28.6% | $4,125-29.3% |
| Admin fee / account holder | $734 | $3,942-81.4% | $5,644-87.0% | $5,651-87.0% |