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 10-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 | $52,756 | $58,927-10.5% | $76,817-31.3% | $72,985-27.7% |
| Participation rate | 78.0% | 67.3%+10.7pp | 72.1%+6.0pp | 69.5%+8.6pp |
| Annual return | 31.69% | 2305.64%-2274.0pp | 1166.11%-1134.4pp | 81.00%-49.3pp |
| Employer contribution / active EE | $2,497 | $1,787+39.8% | $2,302+8.5% | $2,440+2.3% |
| Participant deferral / active EE | $4,275 | $2,690+58.9% | $3,336+28.2% | $3,607+18.5% |
| Admin fee / account holder | $8,578 | $4,013+113.8% | $6,420+33.6% | $5,124+67.4% |