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 | $42,028 | $93,571-55.1% | $135,903-69.1% | $75,163-44.1% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.8pp | 67.2%+30.6pp |
| Annual return | 51.84% | 30.90%+20.9pp | 68.23%-16.4pp | 160.62%-108.8pp |
| Employer contribution / active EE | $7,749 | $3,537+119.1% | $4,856+59.6% | $2,670+190.3% |
| Participant deferral / active EE | $15,447 | $6,404+141.2% | $7,758+99.1% | $4,125+274.5% |
| Admin fee / account holder | $8,828 | $6,975+26.6% | $10,762-18.0% | $5,651+56.2% |