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 | $47,594 | $102,317-53.5% | $146,958-67.6% | $80,856-41.1% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 19.60% | 134.76%-115.2pp | 418.34%-398.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,620 | $3,713+24.4% | $4,933-6.3% | $2,755+67.7% |
| Participant deferral / active EE | $11,813 | $6,644+77.8% | $8,070+46.4% | $4,296+175.0% |
| Admin fee / account holder | $2,753 | $7,941-65.3% | $12,998-78.8% | $6,918-60.2% |