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 3-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 | $44,606 | $100,773-55.7% | $88,946-49.9% | $142,382-68.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.23% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,719 | $2,918+61.8% | $2,555+84.7% | $4,299+9.8% |
| Participant deferral / active EE | $17,038 | $5,230+225.8% | $4,581+271.9% | $6,507+161.8% |
| Admin fee / account holder | $359 | $9,693-96.3% | $8,261-95.7% | $12,624-97.2% |