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 | $56,770 | $70,606-19.6% | $53,898+5.3% | $142,382-60.1% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 21.69% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,128 | $1,202-6.2% | $932+21.0% | $4,299-73.8% |
| Participant deferral / active EE | $9,625 | $2,364+307.2% | $1,826+427.1% | $6,507+47.9% |
| Admin fee / account holder | $1,405 | $2,852-50.7% | $2,491-43.6% | $12,624-88.9% |