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 9-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 | $60,018 | $34,308+74.9% | $74,701-19.7% | $72,985-17.8% |
| Participation rate | 76.6% | 42.4%+34.2pp | 54.5%+22.1pp | 69.5%+7.1pp |
| Annual return | 21.78% | 26.58%-4.8pp | 752.92%-731.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,544 | $692+123.2% | $1,084+42.5% | $2,440-36.7% |
| Participant deferral / active EE | $2,484 | $1,271+95.4% | $1,964+26.5% | $3,607-31.1% |
| Admin fee / account holder | $3,703 | $2,124+74.3% | $3,333+11.1% | $5,124-27.7% |