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 7-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 | $56,902 | $106,890-46.8% | $84,015-32.3% | $152,861-62.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 16.56% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,545 | $2,734+29.6% | $1,983+78.7% | $4,762-25.6% |
| Participant deferral / active EE | $1,188 | $4,011-70.4% | $3,239-63.3% | $5,850-79.7% |
| Admin fee / account holder | $949 | $8,285-88.5% | $6,101-84.4% | $11,596-91.8% |