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 | $51,934 | $154,117-66.3% | $129,995-60.0% | $139,434-62.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 45.90% | 32.48%+13.4pp | -137.18%+183.1pp | 372.94%-327.0pp |
| Employer contribution / active EE | $5,562 | $5,289+5.2% | $4,320+28.8% | $4,751+17.1% |
| Participant deferral / active EE | $34,235 | $6,710+410.2% | $5,820+488.2% | $6,710+410.2% |
| Admin fee / account holder | $7,000 | $14,007-50.0% | $10,614-34.1% | $11,403-38.6% |