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 | $7,984 | $29,319-72.8% | $52,425-84.8% | $82,448-90.3% |
| Participation rate | 93.8% | 46.9%+46.9pp | 55.6%+38.1pp | 68.1%+25.7pp |
| Annual return | 23.83% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,711 | $586+191.7% | $914+87.1% | $2,551-32.9% |
| Participant deferral / active EE | $2,303 | $1,171+96.6% | $1,790+28.6% | $4,139-44.4% |
| Admin fee / account holder | $682 | $1,962-65.3% | $2,495-72.7% | $7,234-90.6% |