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 | $86,668 | $214,378-59.6% | $200,582-56.8% | $142,382-39.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 40.51% | 46.41%-5.9pp | 42.33%-1.8pp | 217.08%-176.6pp |
| Employer contribution / active EE | $12,484 | $6,841+82.5% | $6,419+94.5% | $4,299+190.4% |
| Participant deferral / active EE | $9,589 | $9,865-2.8% | $9,331+2.8% | $6,507+47.4% |
| Admin fee / account holder | $54,796 | $17,692+209.7% | $16,305+236.1% | $12,624+334.1% |