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 | $54,720 | $132,634-58.7% | $115,768-52.7% | $137,256-60.1% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.4%+20.3pp | 80.0%+14.8pp |
| Annual return | 28.88% | 160.70%-131.8pp | 100.46%-71.6pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,877 | $3,360-14.4% | $2,940-2.1% | $4,156-30.8% |
| Participant deferral / active EE | $9,896 | $5,619+76.1% | $4,917+101.3% | $6,407+54.5% |
| Admin fee / account holder | $335 | $15,028-97.8% | $12,439-97.3% | $12,270-97.3% |