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 | $30,400+11.8% | $53,898-36.9% | $84,808-59.9% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 21.27% | 500.19%-478.9pp | 528.60%-507.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $869 | $603+44.2% | $932-6.7% | $2,631-67.0% |
| Participant deferral / active EE | $7,723 | $1,199+544.3% | $1,826+322.9% | $4,212+83.4% |
| Admin fee / account holder | $546 | $1,993-72.6% | $2,491-78.1% | $7,344-92.6% |