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 7-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 | $37,425 | $102,317-63.4% | $146,958-74.5% | $80,856-53.7% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 23.48% | 134.76%-111.3pp | 418.34%-394.9pp | 35.59%-12.1pp |
| Employer contribution / active EE | $7,531 | $3,713+102.8% | $4,933+52.7% | $2,755+173.4% |
| Participant deferral / active EE | $10,603 | $6,644+59.6% | $8,070+31.4% | $4,296+146.8% |
| Admin fee / account holder | $1,146 | $7,941-85.6% | $12,998-91.2% | $6,918-83.4% |