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 | $45,601 | $102,317-55.4% | $146,958-69.0% | $80,856-43.6% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 37.27% | 134.76%-97.5pp | 418.34%-381.1pp | 35.59%+1.7pp |
| Employer contribution / active EE | $3,216 | $3,713-13.4% | $4,933-34.8% | $2,755+16.7% |
| Participant deferral / active EE | $7,099 | $6,644+6.9% | $8,070-12.0% | $4,296+65.3% |
| Admin fee / account holder | $3,561 | $7,941-55.2% | $12,998-72.6% | $6,918-48.5% |