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 | $25,903 | $88,672-70.8% | $105,223-75.4% | $82,448-68.6% |
| Participation rate | 97.7% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 19.41% | 30.86%-11.5pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,202 | $3,048+37.9% | $3,689+13.9% | $2,551+64.7% |
| Participant deferral / active EE | $9,069 | $4,036+124.7% | $5,072+78.8% | $4,139+119.1% |
| Admin fee / account holder | $5,002 | $7,146-30.0% | $8,859-43.5% | $7,234-30.9% |