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 | $31,627 | $72,071-56.1% | $68,368-53.7% | $137,256-77.0% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 22.35% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $6,303 | $2,788+126.1% | $2,649+138.0% | $4,156+51.7% |
| Participant deferral / active EE | $14,347 | $4,410+225.3% | $4,123+248.0% | $6,407+123.9% |
| Admin fee / account holder | $11,262 | $5,336+111.1% | $5,150+118.7% | $12,270-8.2% |