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 | $37,276 | $93,571-60.2% | $135,903-72.6% | $75,163-50.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 165.63% | 30.90%+134.7pp | 68.23%+97.4pp | 160.62%+5.0pp |
| Employer contribution / active EE | $2,800 | $3,537-20.8% | $4,856-42.3% | $2,670+4.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,250 | $6,975-82.1% | $10,762-88.4% | $5,651-77.9% |