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 | $43,633 | $156,846-72.2% | $121,098-64.0% | $139,434-68.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 21.87% | 1474.56%-1452.7pp | 985.75%-963.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $12,758 | $5,536+130.5% | $4,164+206.4% | $4,751+168.6% |
| Participant deferral / active EE | $17,411 | $4,844+259.4% | $4,080+326.8% | $6,710+159.5% |
| Admin fee / account holder | $10,155 | $6,946+46.2% | $5,644+79.9% | $11,403-10.9% |