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 | $74,888-56.0% | $71,209-53.7% | $142,382-76.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.89% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,466 | $2,854+56.5% | $2,721+64.1% | $4,299+3.9% |
| Participant deferral / active EE | $10,795 | $4,454+142.3% | $4,175+158.6% | $6,507+65.9% |
| Admin fee / account holder | $2,359 | $5,568-57.6% | $5,349-55.9% | $12,624-81.3% |