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 | $20,737 | $71,050-70.8% | $93,606-77.8% | $80,856-74.4% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.6%+25.9pp |
| Annual return | 14.98% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,640 | $1,564+196.8% | $2,420+91.8% | $2,755+68.4% |
| Participant deferral / active EE | $2,853 | $4,034-29.3% | $4,411-35.3% | $4,296-33.6% |
| Admin fee / account holder | $808 | $6,945-88.4% | $8,285-90.2% | $6,918-88.3% |