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 8-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 | $90,000 | $86,929+3.5% | $102,423-12.1% | $80,856+11.3% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.5pp |
| Annual return | 48.17% | 18.88%+29.3pp | 29.32%+18.8pp | 35.59%+12.6pp |
| Employer contribution / active EE | $1,149 | $2,369-51.5% | $3,023-62.0% | $2,755-58.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $624 | $8,049-92.2% | $9,451-93.4% | $6,918-91.0% |