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 6-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 | $49,098 | $52,353-6.2% | $120,225-59.2% | $82,448-40.4% |
| Participation rate | 97.4% | 58.3%+39.1pp | 69.6%+27.9pp | 68.1%+29.4pp |
| Annual return | 25.76% | 61.85%-36.1pp | 439.23%-413.5pp | 41.64%-15.9pp |
| Employer contribution / active EE | $5,782 | $1,510+282.9% | $3,475+66.4% | $2,551+126.6% |
| Participant deferral / active EE | $9,822 | $2,627+273.9% | $3,999+145.6% | $4,139+137.3% |
| Admin fee / account holder | $3,868 | $4,363-11.3% | $5,696-32.1% | $7,234-46.5% |