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 | $41,052 | $77,145-46.8% | $108,410-62.1% | $85,850-52.2% |
| Participation rate | 88.3% | 74.7%+13.6pp | 80.1%+8.2pp | 69.3%+19.0pp |
| Annual return | 18.46% | 44.54%-26.1pp | 905.27%-886.8pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,559 | $5,566+125.6% | $6,563+91.4% | $3,952+217.8% |
| Admin fee / account holder | $4,395 | $5,172-15.0% | $7,295-39.8% | $6,260-29.8% |