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 3-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 | $35,712 | $96,128-62.8% | $136,007-73.7% | $80,856-55.8% |
| Participation rate | 89.5% | 71.2%+18.2pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 13.13% | 28.71%-15.6pp | 579.32%-566.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $11,349 | $3,351+238.6% | $4,217+169.2% | $2,755+312.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,105 | $8,236+47.0% | $6,858+76.5% | $6,918+75.0% |