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 | $48,203 | $93,024-48.2% | $77,024-37.4% | $134,475-64.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | 571.12% | 62.60%+508.5pp | 42.32%+528.8pp | 417.96%+153.2pp |
| Employer contribution / active EE | $1,534 | $3,418-55.1% | $2,812-45.5% | $4,740-67.6% |
| Participant deferral / active EE | $5,639 | $5,238+7.7% | $4,426+27.4% | $6,400-11.9% |
| Admin fee / account holder | $615 | $6,944-91.1% | $5,425-88.7% | $11,426-94.6% |