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 | $68,507 | $72,071-4.9% | $68,368+0.2% | $137,256-50.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 21.76% | 353.14%-331.4pp | 292.57%-270.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,128 | $2,788+84.0% | $2,649+93.6% | $4,156+23.4% |
| Participant deferral / active EE | $10,257 | $4,410+132.6% | $4,123+148.8% | $6,407+60.1% |
| Admin fee / account holder | $343 | $5,336-93.6% | $5,150-93.3% | $12,270-97.2% |