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 | $50,195 | $102,317-50.9% | $146,958-65.8% | $80,856-37.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 42.21% | 134.76%-92.6pp | 418.34%-376.1pp | 35.59%+6.6pp |
| Employer contribution / active EE | $4,280 | $3,713+15.3% | $4,933-13.2% | $2,755+55.4% |
| Participant deferral / active EE | $10,013 | $6,644+50.7% | $8,070+24.1% | $4,296+133.1% |
| Admin fee / account holder | $3,184 | $7,941-59.9% | $12,998-75.5% | $6,918-54.0% |