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 | $201,439 | $72,071+179.5% | $68,368+194.6% | $137,256+46.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.63% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,307 | $2,788-53.1% | $2,649-50.7% | $4,156-68.6% |
| Participant deferral / active EE | $1,859 | $4,410-57.9% | $4,123-54.9% | $6,407-71.0% |
| Admin fee / account holder | $1,750 | $5,336-67.2% | $5,150-66.0% | $12,270-85.7% |