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 | $58,630 | $99,877-41.3% | $84,966-31.0% | $145,922-59.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 51.06% | 83.76%-32.7pp | 66.38%-15.3pp | 561.29%-510.2pp |
| Employer contribution / active EE | $3,256 | $3,231+0.8% | $2,727+19.4% | $4,660-30.1% |
| Participant deferral / active EE | $10,447 | $5,291+97.5% | $4,519+131.2% | $6,688+56.2% |
| Admin fee / account holder | $2,690 | $7,248-62.9% | $6,149-56.3% | $13,397-79.9% |