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 | $40,076 | $88,751-54.8% | $81,812-51.0% | $145,922-72.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.43% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,135 | $3,083+34.1% | $2,912+42.0% | $4,660-11.3% |
| Participant deferral / active EE | $5,885 | $4,643+26.7% | $4,319+36.3% | $6,688-12.0% |
| Admin fee / account holder | $2,260 | $8,415-73.1% | $7,386-69.4% | $13,397-83.1% |