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 | $31,702 | $102,317-69.0% | $146,958-78.4% | $80,856-60.8% |
| Participation rate | 89.0% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 16.75% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,962 | $3,713+33.6% | $4,933+0.6% | $2,755+80.1% |
| Participant deferral / active EE | $9,457 | $6,644+42.3% | $8,070+17.2% | $4,296+120.2% |
| Admin fee / account holder | $2,453 | $7,941-69.1% | $12,998-81.1% | $6,918-64.5% |