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 | $38,009 | $102,317-62.9% | $146,958-74.1% | $80,856-53.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 14.57% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,737 | $3,713-53.2% | $4,933-64.8% | $2,755-36.9% |
| Participant deferral / active EE | $5,929 | $6,644-10.8% | $8,070-26.5% | $4,296+38.0% |
| Admin fee / account holder | $336 | $7,941-95.8% | $12,998-97.4% | $6,918-95.1% |