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 | $52,673 | $126,574-58.4% | $106,213-50.4% | $145,922-63.9% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 16.62% | 224.79%-208.2pp | 116.14%-99.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,225 | $3,730+66.9% | $3,171+96.3% | $4,660+33.6% |
| Participant deferral / active EE | $7,635 | $5,724+33.4% | $5,016+52.2% | $6,688+14.2% |
| Admin fee / account holder | $1,104 | $17,304-93.6% | $11,033-90.0% | $13,397-91.8% |