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 8-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 | $36,679 | $84,487-56.6% | $125,339-70.7% | $66,914-45.2% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | 22.56% | -8.39%+30.9pp | 572.05%-549.5pp | 1.58%+21.0pp |
| Employer contribution / active EE | $2,027 | $3,553-42.9% | $4,814-57.9% | $2,544-20.3% |
| Participant deferral / active EE | $6,610 | $6,781-2.5% | $7,446-11.2% | $4,237+56.0% |
| Admin fee / account holder | $1,601 | $685+133.7% | $10,010-84.0% | $593+169.9% |