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 | $32,980 | $72,071-54.2% | $68,368-51.8% | $137,256-76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.89% | 353.14%-330.2pp | 292.57%-269.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,466 | $2,788+60.2% | $2,649+68.6% | $4,156+7.5% |
| Participant deferral / active EE | $10,795 | $4,410+144.8% | $4,123+161.8% | $6,407+68.5% |
| Admin fee / account holder | $2,359 | $5,336-55.8% | $5,150-54.2% | $12,270-80.8% |