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 | $47,497 | $99,921-52.5% | $85,009-44.1% | $145,959-67.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 13.12% | 83.89%-70.8pp | 66.47%-53.4pp | 561.95%-548.8pp |
| Employer contribution / active EE | $971 | $3,233-70.0% | $2,728-64.4% | $4,661-79.2% |
| Participant deferral / active EE | $2,324 | $5,293-56.1% | $4,522-48.6% | $6,689-65.3% |
| Admin fee / account holder | $54,837 | $7,252+656.2% | $6,153+791.3% | $13,398+309.3% |