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 | $18,740 | $105,860-82.3% | $90,749-79.3% | $134,475-86.1% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.7%+19.5pp | 81.2%+14.0pp |
| Annual return | 59.35% | -11.01%+70.4pp | -12.16%+71.5pp | 417.96%-358.6pp |
| Employer contribution / active EE | $3,802 | $3,462+9.8% | $2,921+30.2% | $4,740-19.8% |
| Participant deferral / active EE | $12,479 | $5,216+139.3% | $4,564+173.4% | $6,400+95.0% |
| Admin fee / account holder | $810 | $13,938-94.2% | $8,445-90.4% | $11,426-92.9% |