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 6-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 | $46,800 | $102,317-54.3% | $146,958-68.2% | $80,856-42.1% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 28.78% | 134.76%-106.0pp | 418.34%-389.6pp | 35.59%-6.8pp |
| Employer contribution / active EE | $5,693 | $3,713+53.3% | $4,933+15.4% | $2,755+106.7% |
| Participant deferral / active EE | $12,264 | $6,644+84.6% | $8,070+52.0% | $4,296+185.5% |
| Admin fee / account holder | $5,249 | $7,941-33.9% | $12,998-59.6% | $6,918-24.1% |