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 | $33,867 | $102,317-66.9% | $146,958-77.0% | $80,856-58.1% |
| Participation rate | 95.1% | 75.8%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 50.90% | 134.76%-83.9pp | 418.34%-367.4pp | 35.59%+15.3pp |
| Employer contribution / active EE | $5,193 | $3,713+39.9% | $4,933+5.3% | $2,755+88.5% |
| Participant deferral / active EE | $13,338 | $6,644+100.8% | $8,070+65.3% | $4,296+210.5% |
| Admin fee / account holder | $3,351 | $7,941-57.8% | $12,998-74.2% | $6,918-51.6% |