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 4-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 | $26,063 | $46,674-44.2% | $117,472-77.8% | $68,494-61.9% |
| Participation rate | 94.7% | 56.8%+38.0pp | 70.6%+24.1pp | 67.9%+26.8pp |
| Annual return | 206.89% | -14.52%+221.4pp | 29.74%+177.2pp | -7.84%+214.7pp |
| Employer contribution / active EE | $5,777 | $1,505+283.9% | $4,176+38.3% | $2,596+122.5% |
| Participant deferral / active EE | $7,031 | $2,636+166.7% | $4,070+72.8% | $4,027+74.6% |
| Admin fee / account holder | $1,402 | $4,020-65.1% | $5,645-75.2% | $5,403-74.1% |