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 | $56,549 | $70,756-20.1% | $65,493-13.7% | $142,382-60.3% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 21.37% | 1754.89%-1733.5pp | 982.45%-961.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,633 | $2,881+60.8% | $2,574+80.0% | $4,299+7.8% |
| Participant deferral / active EE | $10,035 | $4,637+116.4% | $3,961+153.3% | $6,507+54.2% |
| Admin fee / account holder | $2,494 | $6,559-62.0% | $5,028-50.4% | $12,624-80.2% |