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 4-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 | $50,731 | $102,317-50.4% | $146,958-65.5% | $80,856-37.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 16.39% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,732 | $3,713+27.4% | $4,933-4.1% | $2,755+71.8% |
| Participant deferral / active EE | $13,210 | $6,644+98.8% | $8,070+63.7% | $4,296+207.5% |
| Admin fee / account holder | $17,424 | $7,941+119.4% | $12,998+34.1% | $6,918+151.9% |