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 | $36,732 | $72,071-49.0% | $68,368-46.3% | $137,256-73.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 27.44% | 353.14%-325.7pp | 292.57%-265.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $5,333 | $2,788+91.3% | $2,649+101.3% | $4,156+28.3% |
| Participant deferral / active EE | $9,430 | $4,410+113.8% | $4,123+128.7% | $6,407+47.2% |
| Admin fee / account holder | $1,175 | $5,336-78.0% | $5,150-77.2% | $12,270-90.4% |