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 | $56,373 | $70,669-20.2% | $169,368-66.7% | $75,163-25.0% |
| Participation rate | 78.0% | 64.8%+13.2pp | 77.1%+0.8pp | 67.2%+10.8pp |
| Annual return | 75.49% | 36.36%+39.1pp | 405.60%-330.1pp | 160.62%-85.1pp |
| Employer contribution / active EE | $2,214 | $2,211+0.1% | $4,013-44.8% | $2,670-17.1% |
| Participant deferral / active EE | $4,671 | $4,311+8.4% | $6,221-24.9% | $4,125+13.2% |
| Admin fee / account holder | $526 | $5,402-90.3% | $9,003-94.2% | $5,651-90.7% |