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 | $34,291 | $74,888-54.2% | $71,209-51.8% | $142,382-75.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 20.45% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,094 | $2,854+43.4% | $2,721+50.5% | $4,299-4.8% |
| Participant deferral / active EE | $3,346 | $4,454-24.9% | $4,175-19.8% | $6,507-48.6% |
| Admin fee / account holder | $350 | $5,568-93.7% | $5,349-93.5% | $12,624-97.2% |