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 | $32,321 | $29,319+10.2% | $52,425-38.3% | $82,448-60.8% |
| Participation rate | 96.2% | 46.9%+49.3pp | 55.6%+40.5pp | 68.1%+28.1pp |
| Annual return | 20.05% | 535.20%-515.1pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $4,294 | $586+632.1% | $914+369.6% | $2,551+68.3% |
| Participant deferral / active EE | $8,448 | $1,171+621.2% | $1,790+371.8% | $4,139+104.1% |
| Admin fee / account holder | $2,497 | $1,962+27.3% | $2,495+0.1% | $7,234-65.5% |