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 | $57,614 | $70,756-18.6% | $65,493-12.0% | $142,382-59.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 24.75% | 1754.89%-1730.1pp | 982.45%-957.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $6,494 | $2,881+125.4% | $2,574+152.3% | $4,299+51.0% |
| Participant deferral / active EE | $12,818 | $4,637+176.4% | $3,961+223.6% | $6,507+97.0% |
| Admin fee / account holder | $589 | $6,559-91.0% | $5,028-88.3% | $12,624-95.3% |