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 10-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 | $63,701 | $65,561-2.8% | $86,188-26.1% | $75,163-15.2% |
| Participation rate | 88.9% | 60.5%+28.4pp | 69.0%+19.9pp | 67.2%+21.7pp |
| Annual return | 25.06% | 46.05%-21.0pp | 1168.45%-1143.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $4,877 | $1,553+214.1% | $2,380+104.9% | $2,670+82.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,777 | $5,474-49.3% | $6,852-59.5% | $5,651-50.9% |