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 | $97,280 | $210,698-53.8% | $178,014-45.4% | $145,959-33.4% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 31.54% | 386.27%-354.7pp | 294.80%-263.3pp | 561.95%-530.4pp |
| Employer contribution / active EE | $7,844 | $4,567+71.8% | $3,950+98.6% | $4,661+68.3% |
| Participant deferral / active EE | $4,627 | $6,958-33.5% | $6,276-26.3% | $6,689-30.8% |
| Admin fee / account holder | $3,189 | $12,016-73.5% | $10,362-69.2% | $13,398-76.2% |