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 | $56,577 | $101,317-44.2% | $146,958-61.5% | $74,495-24.1% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.7pp | 67.2%+4.2pp |
| Annual return | 37.65% | 8730.91%-8693.3pp | 418.34%-380.7pp | 1364.94%-1327.3pp |
| Employer contribution / active EE | $4,460 | $3,810+17.1% | $4,933-9.6% | $2,623+70.0% |
| Participant deferral / active EE | $7,951 | $7,303+8.9% | $8,070-1.5% | $4,346+83.0% |
| Admin fee / account holder | $5,401 | $1,739+210.6% | $12,998-58.4% | $1,942+178.2% |