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 | $35,148 | $102,317-65.6% | $146,958-76.1% | $80,856-56.5% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 15.39% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,420 | $3,713-34.8% | $4,933-51.0% | $2,755-12.2% |
| Participant deferral / active EE | $6,846 | $6,644+3.0% | $8,070-15.2% | $4,296+59.4% |
| Admin fee / account holder | $520 | $7,941-93.4% | $12,998-96.0% | $6,918-92.5% |