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 | $30,611 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.8pp | 67.2%+22.5pp |
| Annual return | 286.25% | 30.90%+255.4pp | 68.23%+218.0pp | 160.62%+125.6pp |
| Employer contribution / active EE | $2,817 | $3,537-20.3% | $4,856-42.0% | $2,670+5.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,353 | $6,975-80.6% | $10,762-87.4% | $5,651-76.1% |