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 | $30,726 | $105,998-71.0% | $92,233-66.7% | $147,584-79.2% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,365 | $4,333-45.4% | $3,679-35.7% | $4,876-51.5% |
| Participant deferral / active EE | $4,019 | $4,478-10.3% | $3,897+3.1% | $5,439-26.1% |
| Admin fee / account holder | $852 | $6,332-86.5% | $5,194-83.6% | $10,885-92.2% |