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 | $48,357 | $183,519-73.7% | $155,509-68.9% | $145,922-66.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 48.26% | 61.17%-12.9pp | 64.67%-16.4pp | 561.29%-513.0pp |
| Employer contribution / active EE | $8,318 | $5,313+56.6% | $4,672+78.0% | $4,660+78.5% |
| Participant deferral / active EE | $11,501 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $1,786 | $19,313-90.8% | $15,912-88.8% | $13,397-86.7% |