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 | $28,441 | $57,281-50.3% | $86,612-67.2% | $75,163-62.2% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 18.84% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,002 | $2,314-13.5% | $3,022-33.8% | $2,670-25.0% |
| Participant deferral / active EE | $3,841 | $3,318+15.8% | $4,438-13.5% | $4,125-6.9% |
| Admin fee / account holder | $1,226 | $4,112-70.2% | $5,614-78.2% | $5,651-78.3% |