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 | $149,771 | $70,756+111.7% | $65,493+128.7% | $142,382+5.2% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 17.49% | 1754.89%-1737.4pp | 982.45%-965.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,653 | $2,881-7.9% | $2,574+3.0% | $4,299-38.3% |
| Participant deferral / active EE | $4,754 | $4,637+2.5% | $3,961+20.0% | $6,507-27.0% |
| Admin fee / account holder | $1,676 | $6,559-74.5% | $5,028-66.7% | $12,624-86.7% |