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 | $45,079 | $102,317-55.9% | $146,958-69.3% | $80,856-44.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 30.54% | 134.76%-104.2pp | 418.34%-387.8pp | 35.59%-5.1pp |
| Employer contribution / active EE | $4,916 | $3,713+32.4% | $4,933-0.3% | $2,755+78.4% |
| Participant deferral / active EE | $10,341 | $6,644+55.6% | $8,070+28.1% | $4,296+140.7% |
| Admin fee / account holder | $9,244 | $7,941+16.4% | $12,998-28.9% | $6,918+33.6% |