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 | $67,941 | $51,638+31.6% | $68,368-0.6% | $82,448-17.6% |
| Participation rate | 97.5% | 63.6%+33.9pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 25.33% | 37.53%-12.2pp | 292.57%-267.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $9,933 | $2,047+385.3% | $2,649+275.0% | $2,551+289.4% |
| Participant deferral / active EE | $12,409 | $2,914+325.9% | $4,123+201.0% | $4,139+199.8% |
| Admin fee / account holder | $4,511 | $4,643-2.9% | $5,150-12.4% | $7,234-37.6% |