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 | $24,942 | $102,382-75.6% | $147,005-83.0% | $80,874-69.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 22.98% | 134.89%-111.9pp | 418.76%-395.8pp | 35.62%-12.6pp |
| Employer contribution / active EE | $5,295 | $3,715+42.5% | $4,934+7.3% | $2,756+92.1% |
| Participant deferral / active EE | $12,252 | $6,646+84.3% | $8,070+51.8% | $4,297+185.1% |
| Admin fee / account holder | $11,176 | $7,942+40.7% | $13,006-14.1% | $6,935+61.1% |