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 | $76,794 | $57,281+34.1% | $86,612-11.3% | $75,163+2.2% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 17.09% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,678 | $2,314+15.7% | $3,022-11.4% | $2,670+0.3% |
| Participant deferral / active EE | $5,083 | $3,318+53.2% | $4,438+14.5% | $4,125+23.2% |
| Admin fee / account holder | $1,376 | $4,112-66.5% | $5,614-75.5% | $5,651-75.6% |