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 | $55,755 | $52,519+6.2% | $155,790-64.2% | $59,632-6.5% |
| Participation rate | 77.8% | 61.7%+16.1pp | 76.1%+1.7pp | 68.7%+9.1pp |
| Annual return | 19.20% | 53.51%-34.3pp | 71.54%-52.3pp | 2041.28%-2022.1pp |
| Employer contribution / active EE | $2,368 | $1,589+49.0% | $3,836-38.3% | $2,203+7.5% |
| Participant deferral / active EE | $4,922 | $3,084+59.6% | $4,797+2.6% | $3,192+54.2% |
| Admin fee / account holder | $23,420 | $3,540+561.6% | $7,478+213.2% | $4,297+445.0% |