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 | $21,687 | $64,839-66.6% | $95,585-77.3% | $84,808-74.4% |
| Participation rate | 88.7% | 63.8%+24.9pp | 72.1%+16.6pp | 68.3%+20.4pp |
| Annual return | 51.58% | -670.96%+722.5pp | 38.56%+13.0pp | 40.90%+10.7pp |
| Employer contribution / active EE | $3,323 | $1,759+88.9% | $2,527+31.5% | $2,631+26.3% |
| Participant deferral / active EE | $6,138 | $2,965+107.0% | $4,023+52.6% | $4,212+45.8% |
| Admin fee / account holder | $605 | $5,964-89.9% | $6,127-90.1% | $7,344-91.8% |