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 | $52,996 | $63,346-16.3% | $92,233-42.5% | $70,131-24.4% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 20.89% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $5,556 | $2,471+124.8% | $3,679+51.0% | $2,342+137.2% |
| Participant deferral / active EE | $4,572 | $2,854+60.2% | $3,897+17.3% | $3,332+37.2% |
| Admin fee / account holder | $7,912 | $3,840+106.0% | $5,194+52.3% | $4,645+70.3% |