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 5-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 | $44,586 | $29,319+52.1% | $52,425-15.0% | $82,448-45.9% |
| Participation rate | 97.9% | 46.9%+51.1pp | 55.6%+42.3pp | 68.1%+29.8pp |
| Annual return | 35.97% | 535.20%-499.2pp | 302.12%-266.2pp | 41.64%-5.7pp |
| Employer contribution / active EE | $5,983 | $586+920.2% | $914+554.4% | $2,551+134.5% |
| Participant deferral / active EE | $10,365 | $1,171+784.9% | $1,790+478.9% | $4,139+150.4% |
| Admin fee / account holder | $2,903 | $1,962+47.9% | $2,495+16.3% | $7,234-59.9% |