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 | $27,432 | $58,208-52.9% | $81,812-66.5% | $80,856-66.1% |
| Participation rate | 92.2% | 63.4%+28.7pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 20.19% | 41.66%-21.5pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,244 | $2,340+124.1% | $2,912+80.1% | $2,755+90.3% |
| Participant deferral / active EE | $10,829 | $3,281+230.1% | $4,319+150.8% | $4,296+152.1% |
| Admin fee / account holder | $4,668 | $4,981-6.3% | $7,386-36.8% | $6,918-32.5% |