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 6-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 | $96,939 | $67,823+42.9% | $52,425+84.9% | $137,256-29.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.08% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,740 | $1,163+49.6% | $914+90.3% | $4,156-58.1% |
| Participant deferral / active EE | $15,392 | $2,288+572.7% | $1,790+759.7% | $6,407+140.2% |
| Admin fee / account holder | $1,143 | $2,844-59.8% | $2,495-54.2% | $12,270-90.7% |