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 | $55,586 | $93,373-40.5% | $152,466-63.5% | $85,850-35.3% |
| Participation rate | 88.9% | 70.1%+18.8pp | 78.2%+10.7pp | 69.3%+19.6pp |
| Annual return | 14.52% | 21.84%-7.3pp | 757.33%-742.8pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,400 | $2,996-19.9% | $4,327-44.5% | $2,565-6.4% |
| Participant deferral / active EE | $3,472 | $4,550-23.7% | $5,820-40.3% | $3,952-12.1% |
| Admin fee / account holder | $790 | $13,853-94.3% | $15,805-95.0% | $6,260-87.4% |