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 5-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 | $45,261 | $66,402-31.8% | $109,895-58.8% | $85,850-47.3% |
| Participation rate | 97.9% | 63.9%+34.0pp | 74.2%+23.7pp | 69.3%+28.6pp |
| Annual return | 37.91% | 19.59%+18.3pp | 29.45%+8.5pp | 318.53%-280.6pp |
| Employer contribution / active EE | $2,298 | $1,687+36.2% | $2,842-19.2% | $2,565-10.4% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $809 | $4,557-82.3% | $6,066-86.7% | $6,260-87.1% |