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 | $59,894 | $70,756-15.4% | $65,493-8.5% | $142,382-57.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.94% | 1754.89%-1741.0pp | 982.45%-968.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,086 | $2,881+76.6% | $2,574+97.6% | $4,299+18.3% |
| Participant deferral / active EE | $3,057 | $4,637-34.1% | $3,961-22.8% | $6,507-53.0% |
| Admin fee / account holder | $10,511 | $6,559+60.2% | $5,028+109.0% | $12,624-16.7% |