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 9-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 | $30,527 | $102,317-70.2% | $146,958-79.2% | $80,856-62.2% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 25.72% | 134.76%-109.0pp | 418.34%-392.6pp | 35.59%-9.9pp |
| Employer contribution / active EE | $2,723 | $3,713-26.7% | $4,933-44.8% | $2,755-1.1% |
| Participant deferral / active EE | $5,667 | $6,644-14.7% | $8,070-29.8% | $4,296+31.9% |
| Admin fee / account holder | $427 | $7,941-94.6% | $12,998-96.7% | $6,918-93.8% |