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 | $47,842 | $114,047-58.1% | $96,139-50.2% | $167,490-71.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 11.27% | 189.88%-178.6pp | 191.94%-180.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,330 | $3,427+26.4% | $2,797+54.8% | $4,837-10.5% |
| Participant deferral / active EE | $6,584 | $5,194+26.8% | $4,349+51.4% | $6,341+3.8% |
| Admin fee / account holder | $4,656 | $6,897-32.5% | $5,537-15.9% | $12,309-62.2% |