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 | $52,181 | $133,922-61.0% | $116,228-55.1% | $142,382-63.4% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 11.96% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,403 | $3,446+85.8% | $2,994+113.8% | $4,299+48.9% |
| Participant deferral / active EE | $12,590 | $5,672+122.0% | $4,953+154.2% | $6,507+93.5% |
| Admin fee / account holder | $26,363 | $14,945+76.4% | $11,989+119.9% | $12,624+108.8% |