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 3-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 | $48,785 | $102,317-52.3% | $146,958-66.8% | $80,856-39.7% |
| Participation rate | 91.8% | 75.8%+15.9pp | 82.2%+9.6pp | 67.6%+24.1pp |
| Annual return | 26.53% | 134.76%-108.2pp | 418.34%-391.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $2,742 | $3,713-26.2% | $4,933-44.4% | $2,755-0.5% |
| Participant deferral / active EE | $4,059 | $6,644-38.9% | $8,070-49.7% | $4,296-5.5% |
| Admin fee / account holder | $1,500 | $7,941-81.1% | $12,998-88.5% | $6,918-78.3% |