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 | $31,987 | $108,919-70.6% | $100,391-68.1% | $145,922-78.1% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 80.47% | 57.88%+22.6pp | 49.20%+31.3pp | 561.29%-480.8pp |
| Employer contribution / active EE | $2,889 | $4,419-34.6% | $3,942-26.7% | $4,660-38.0% |
| Participant deferral / active EE | $10,201 | $8,445+20.8% | $8,082+26.2% | $6,688+52.5% |
| Admin fee / account holder | $426 | $9,689-95.6% | $7,899-94.6% | $13,397-96.8% |