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 | $69,184 | $77,145-10.3% | $108,410-36.2% | $85,850-19.4% |
| Participation rate | 97.9% | 74.7%+23.2pp | 80.1%+17.8pp | 69.3%+28.6pp |
| Annual return | 19.28% | 44.54%-25.3pp | 905.27%-886.0pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,708 | $2,379+13.8% | $3,558-23.9% | $2,565+5.6% |
| Participant deferral / active EE | $9,855 | $5,566+77.0% | $6,563+50.2% | $3,952+149.4% |
| Admin fee / account holder | $2,412 | $5,172-53.4% | $7,295-66.9% | $6,260-61.5% |