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 3-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 | $63,442 | $80,812-21.5% | $160,784-60.5% | $82,448-23.1% |
| Participation rate | 84.8% | 66.2%+18.6pp | 77.0%+7.9pp | 68.1%+16.8pp |
| Annual return | 18.87% | 100.59%-81.7pp | 1803.92%-1785.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,366 | $2,174+54.8% | $3,733-9.8% | $2,551+31.9% |
| Participant deferral / active EE | $8,779 | $4,335+102.5% | $6,293+39.5% | $4,139+112.1% |
| Admin fee / account holder | $1,299 | $7,695-83.1% | $9,717-86.6% | $7,234-82.0% |