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 | $71,662 | $101,317-29.3% | $146,958-51.2% | $74,495-3.8% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 22.77% | 8730.91%-8708.1pp | 418.34%-395.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $6,224 | $3,810+63.4% | $4,933+26.2% | $2,623+137.3% |
| Participant deferral / active EE | $7,921 | $7,303+8.5% | $8,070-1.8% | $4,346+82.3% |
| Admin fee / account holder | $4,734 | $1,739+172.3% | $12,998-63.6% | $1,942+143.8% |