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 | $36,600 | $72,396-49.4% | $67,511-45.8% | $145,959-74.9% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 11.38% | 7194.07%-7182.7pp | 3517.41%-3506.0pp | 561.95%-550.6pp |
| Employer contribution / active EE | $4,626 | $3,071+50.7% | $2,733+69.3% | $4,661-0.7% |
| Participant deferral / active EE | $5,585 | $4,781+16.8% | $4,000+39.6% | $6,689-16.5% |
| Admin fee / account holder | $368 | $5,538-93.4% | $3,999-90.8% | $13,398-97.3% |