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 | $52,400 | $53,516-2.1% | $126,539-58.6% | $84,808-38.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 29.86% | 58.34%-28.5pp | 425.95%-396.1pp | 40.90%-11.0pp |
| Employer contribution / active EE | $9,779 | $1,535+537.2% | $3,674+166.2% | $2,631+271.7% |
| Participant deferral / active EE | $8,909 | $2,671+233.6% | $4,083+118.2% | $4,212+111.5% |
| Admin fee / account holder | $4,524 | $4,497+0.6% | $6,065-25.4% | $7,344-38.4% |