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 | $48,880 | $148,534-67.1% | $135,903-64.0% | $139,434-64.9% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 15.09% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $19,393 | $5,243+269.9% | $4,856+299.4% | $4,751+308.2% |
| Participant deferral / active EE | $9,374 | $8,100+15.7% | $7,758+20.8% | $6,710+39.7% |
| Admin fee / account holder | $1,611 | $12,400-87.0% | $10,762-85.0% | $11,403-85.9% |