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 | $45,939 | $98,750-53.5% | $149,696-69.3% | $79,858-42.5% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 36.35% | 27.43%+8.9pp | 276.60%-240.3pp | 31.71%+4.6pp |
| Employer contribution / active EE | $9,059 | $3,216+181.6% | $4,644+95.0% | $2,471+266.6% |
| Participant deferral / active EE | $14,187 | $5,680+149.8% | $6,842+107.4% | $3,740+279.3% |
| Admin fee / account holder | $3,003 | $6,053-50.4% | $9,309-67.7% | $5,306-43.4% |