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 | $38,108 | $102,317-62.8% | $146,958-74.1% | $80,856-52.9% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 22.17% | 134.76%-112.6pp | 418.34%-396.2pp | 35.59%-13.4pp |
| Employer contribution / active EE | $7,134 | $3,713+92.1% | $4,933+44.6% | $2,755+159.0% |
| Participant deferral / active EE | $14,167 | $6,644+113.2% | $8,070+75.6% | $4,296+229.8% |
| Admin fee / account holder | $11,640 | $7,941+46.6% | $12,998-10.5% | $6,918+68.3% |