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 | $12,689 | $77,899-83.7% | $149,673-91.5% | $75,163-83.1% |
| Participation rate | 92.4% | 65.6%+26.8pp | 78.8%+13.6pp | 67.2%+25.2pp |
| Annual return | 106.92% | 31.72%+75.2pp | 134.42%-27.5pp | 160.62%-53.7pp |
| Employer contribution / active EE | $2,532 | $3,137-19.3% | $4,818-47.5% | $2,670-5.2% |
| Participant deferral / active EE | $1,519 | $3,411-55.5% | $5,680-73.3% | $4,125-63.2% |
| Admin fee / account holder | $10,312 | $5,956+73.1% | $13,210-21.9% | $5,651+82.5% |