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 | $24,555 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 75.49% | 166.71%-91.2pp | 134.42%-58.9pp | 372.94%-297.5pp |
| Employer contribution / active EE | $2,703 | $5,474-50.6% | $4,818-43.9% | $4,751-43.1% |
| Participant deferral / active EE | $7,135 | $6,519+9.5% | $5,680+25.6% | $6,710+6.3% |
| Admin fee / account holder | $4,801 | $16,150-70.3% | $13,210-63.7% | $11,403-57.9% |