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 3-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 | $54,196 | $102,317-47.0% | $146,958-63.1% | $80,856-33.0% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 29.58% | 134.76%-105.2pp | 418.34%-388.8pp | 35.59%-6.0pp |
| Employer contribution / active EE | $4,445 | $3,713+19.7% | $4,933-9.9% | $2,755+61.4% |
| Participant deferral / active EE | $13,391 | $6,644+101.6% | $8,070+65.9% | $4,296+211.7% |
| Admin fee / account holder | $6,106 | $7,941-23.1% | $12,998-53.0% | $6,918-11.7% |