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 | $35,549 | $102,317-65.3% | $146,958-75.8% | $80,856-56.0% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 42.40% | 134.76%-92.4pp | 418.34%-375.9pp | 35.59%+6.8pp |
| Employer contribution / active EE | $5,334 | $3,713+43.6% | $4,933+8.1% | $2,755+93.6% |
| Participant deferral / active EE | $13,023 | $6,644+96.0% | $8,070+61.4% | $4,296+203.2% |
| Admin fee / account holder | $10,489 | $7,941+32.1% | $12,998-19.3% | $6,918+51.6% |