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 | $31,231 | $49,173-36.5% | $121,098-74.2% | $75,163-58.4% |
| Participation rate | 93.8% | 55.4%+38.4pp | 69.5%+24.3pp | 67.2%+26.6pp |
| Annual return | 28.70% | 55.99%-27.3pp | 985.75%-957.1pp | 160.62%-131.9pp |
| Employer contribution / active EE | $4,678 | $1,546+202.7% | $4,164+12.4% | $2,670+75.2% |
| Participant deferral / active EE | $5,974 | $2,628+127.4% | $4,080+46.4% | $4,125+44.8% |
| Admin fee / account holder | $616 | $3,942-84.4% | $5,644-89.1% | $5,651-89.1% |