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 | $29,339 | $102,604-71.4% | $86,188-66.0% | $139,434-79.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 25.28% | 1922.51%-1897.2pp | 1168.45%-1143.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,021 | $3,032-33.4% | $2,380-15.1% | $4,751-57.5% |
| Participant deferral / active EE | $14,087 | $4,676+201.3% | $3,985+253.5% | $6,710+109.9% |
| Admin fee / account holder | $1,672 | $8,657-80.7% | $6,852-75.6% | $11,403-85.3% |