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 | $27,272 | $158,398-82.8% | $126,539-78.4% | $142,382-80.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 23.58% | 593.76%-570.2pp | 425.95%-402.4pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,700 | $4,650-20.4% | $3,674+0.7% | $4,299-13.9% |
| Participant deferral / active EE | $5,302 | $4,767+11.2% | $4,083+29.9% | $6,507-18.5% |
| Admin fee / account holder | $342 | $6,918-95.1% | $6,065-94.4% | $12,624-97.3% |