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 | $111,545 | $111,724-0.2% | $93,606+19.2% | $145,922-23.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 14.51% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,390 | $3,090-22.6% | $2,420-1.2% | $4,660-48.7% |
| Participant deferral / active EE | $21,000 | $4,912+327.5% | $4,411+376.0% | $6,688+214.0% |
| Admin fee / account holder | $1,245 | $10,250-87.9% | $8,285-85.0% | $13,397-90.7% |