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 | $43,849 | $80,724-45.7% | $103,333-57.6% | $74,495-41.1% |
| Participation rate | 90.3% | 65.7%+24.6pp | 74.5%+15.8pp | 67.2%+23.1pp |
| Annual return | 402.40% | 27.56%+374.8pp | 24.88%+377.5pp | 1364.94%-962.5pp |
| Employer contribution / active EE | $2,362 | $3,157-25.2% | $3,868-38.9% | $2,623-10.0% |
| Participant deferral / active EE | $3,556 | $3,860-7.9% | $5,057-29.7% | $4,346-18.2% |
| Admin fee / account holder | $6,204 | $2,368+162.0% | $8,355-25.7% | $1,942+219.5% |