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 | $54,542 | $102,317-46.7% | $146,958-62.9% | $80,856-32.5% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 27.65% | 134.76%-107.1pp | 418.34%-390.7pp | 35.59%-7.9pp |
| Employer contribution / active EE | $9,736 | $3,713+162.2% | $4,933+97.4% | $2,755+253.4% |
| Participant deferral / active EE | $18,804 | $6,644+183.0% | $8,070+133.0% | $4,296+337.7% |
| Admin fee / account holder | $10,275 | $7,941+29.4% | $12,998-20.9% | $6,918+48.5% |