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 | $49,985 | $80,968-38.3% | $96,544-48.2% | $75,163-33.5% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 321.94% | 27.06%+294.9pp | 25.84%+296.1pp | 160.62%+161.3pp |
| Employer contribution / active EE | $5,654 | $2,282+147.8% | $2,965+90.7% | $2,670+111.8% |
| Participant deferral / active EE | $5,764 | $3,928+46.7% | $4,851+18.8% | $4,125+39.7% |
| Admin fee / account holder | $4,744 | $6,724-29.4% | $8,252-42.5% | $5,651-16.0% |