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 | $47,443 | $73,933-35.8% | $96,683-50.9% | $75,163-36.9% |
| Participation rate | 92.5% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.3pp |
| Annual return | 121.50% | 26.70%+94.8pp | 35.69%+85.8pp | 160.62%-39.1pp |
| Employer contribution / active EE | $6,571 | $2,928+124.5% | $3,737+75.9% | $2,670+146.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,013 | $5,216-61.4% | $6,730-70.1% | $5,651-64.4% |