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 | $24,743 | $105,126-76.5% | $94,646-73.9% | $139,434-82.3% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 55.26% | 38.03%+17.2pp | 156.71%-101.4pp | 372.94%-317.7pp |
| Employer contribution / active EE | $7,679 | $4,106+87.0% | $3,672+109.1% | $4,751+61.6% |
| Participant deferral / active EE | $20,119 | $7,599+164.8% | $7,418+171.2% | $6,710+199.8% |
| Admin fee / account holder | $4,655 | $8,984-48.2% | $7,231-35.6% | $11,403-59.2% |