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 | $56,250 | $148,534-62.1% | $135,903-58.6% | $139,434-59.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.95% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $7,650 | $5,243+45.9% | $4,856+57.5% | $4,751+61.0% |
| Participant deferral / active EE | $16,756 | $8,100+106.9% | $7,758+116.0% | $6,710+149.7% |
| Admin fee / account holder | $4,260 | $12,400-65.6% | $10,762-60.4% | $11,403-62.6% |