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 5-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 | $28,281 | $105,181-73.1% | $159,436-82.3% | $85,850-67.1% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 19.24% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $5,464 | $3,318+64.7% | $4,829+13.1% | $2,565+113.0% |
| Participant deferral / active EE | $6,896 | $5,945+16.0% | $7,352-6.2% | $3,952+74.5% |
| Admin fee / account holder | $2,021 | $6,933-70.9% | $10,799-81.3% | $6,260-67.7% |