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 3-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 | $34,939 | $70,606-50.5% | $53,898-35.2% | $142,382-75.5% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 18.94% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,208 | $1,202+0.5% | $932+29.6% | $4,299-71.9% |
| Participant deferral / active EE | $7,816 | $2,364+230.6% | $1,826+328.0% | $6,507+20.1% |
| Admin fee / account holder | $1,132 | $2,852-60.3% | $2,491-54.6% | $12,624-91.0% |