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 5-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 | $44,586 | $30,400+46.7% | $53,898-17.3% | $84,808-47.4% |
| Participation rate | 97.9% | 46.4%+51.5pp | 55.0%+43.0pp | 68.3%+29.6pp |
| Annual return | 35.97% | 500.19%-464.2pp | 528.60%-492.6pp | 40.90%-4.9pp |
| Employer contribution / active EE | $5,983 | $603+892.7% | $932+541.9% | $2,631+127.4% |
| Participant deferral / active EE | $10,365 | $1,199+764.7% | $1,826+467.5% | $4,212+146.1% |
| Admin fee / account holder | $2,903 | $1,993+45.6% | $2,491+16.5% | $7,344-60.5% |