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 3-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 | $13,249 | $64,839-79.6% | $95,585-86.1% | $84,808-84.4% |
| Participation rate | 92.6% | 63.8%+28.8pp | 72.1%+20.5pp | 68.3%+24.3pp |
| Annual return | 167.95% | -670.96%+838.9pp | 38.56%+129.4pp | 40.90%+127.1pp |
| Employer contribution / active EE | $2,552 | $1,759+45.1% | $2,527+1.0% | $2,631-3.0% |
| Participant deferral / active EE | $5,387 | $2,965+81.7% | $4,023+33.9% | $4,212+27.9% |
| Admin fee / account holder | $380 | $5,964-93.6% | $6,127-93.8% | $7,344-94.8% |