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 4-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 | $33,986 | $29,319+15.9% | $52,425-35.2% | $82,448-58.8% |
| Participation rate | 85.7% | 46.9%+38.9pp | 55.6%+30.1pp | 68.1%+17.6pp |
| Annual return | 21.27% | 535.20%-513.9pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $869 | $586+48.2% | $914-4.9% | $2,551-65.9% |
| Participant deferral / active EE | $7,723 | $1,171+559.3% | $1,790+331.3% | $4,139+86.6% |
| Admin fee / account holder | $546 | $1,962-72.2% | $2,495-78.1% | $7,234-92.5% |