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 6-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 | $40,122 | $29,319+36.8% | $52,425-23.5% | $82,448-51.3% |
| Participation rate | 96.0% | 46.9%+49.1pp | 55.6%+40.4pp | 68.1%+27.9pp |
| Annual return | 17.89% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,705 | $586+361.3% | $914+195.9% | $2,551+6.0% |
| Participant deferral / active EE | $4,688 | $1,171+300.2% | $1,790+161.8% | $4,139+13.3% |
| Admin fee / account holder | $921 | $1,962-53.0% | $2,495-63.1% | $7,234-87.3% |