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 | $35,554 | $63,703-44.2% | $93,063-61.8% | $82,448-56.9% |
| Participation rate | 90.6% | 63.8%+26.8pp | 72.1%+18.5pp | 68.1%+22.6pp |
| Annual return | 26.67% | -775.43%+802.1pp | 34.15%-7.5pp | 41.64%-15.0pp |
| Employer contribution / active EE | $3,038 | $1,729+75.7% | $2,476+22.7% | $2,551+19.1% |
| Participant deferral / active EE | $4,884 | $2,919+67.3% | $3,958+23.4% | $4,139+18.0% |
| Admin fee / account holder | $667 | $5,982-88.9% | $6,033-88.9% | $7,234-90.8% |