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 6-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 | $49,661 | $102,382-51.5% | $147,005-66.2% | $80,874-38.6% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 16.03% | 134.89%-118.9pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $5,972 | $3,715+60.8% | $4,934+21.0% | $2,756+116.7% |
| Participant deferral / active EE | $12,649 | $6,646+90.3% | $8,070+56.7% | $4,297+194.4% |
| Admin fee / account holder | $10,549 | $7,942+32.8% | $13,006-18.9% | $6,935+52.1% |