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 | $102,317-75.6% | $146,958-83.0% | $80,856-69.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 22.98% | 134.76%-111.8pp | 418.34%-395.4pp | 35.59%-12.6pp |
| Employer contribution / active EE | $5,295 | $3,713+42.6% | $4,933+7.3% | $2,755+92.2% |
| Participant deferral / active EE | $12,252 | $6,644+84.4% | $8,070+51.8% | $4,296+185.2% |
| Admin fee / account holder | $11,176 | $7,941+40.7% | $12,998-14.0% | $6,918+61.5% |