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 | $28,575 | $56,053-49.0% | $75,972-62.4% | $80,856-64.7% |
| Participation rate | 84.6% | 62.0%+22.6pp | 69.1%+15.6pp | 67.6%+17.0pp |
| Annual return | 12.22% | 20.53%-8.3pp | 359.55%-347.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,669 | $1,874+95.8% | $2,685+36.6% | $2,755+33.2% |
| Participant deferral / active EE | $4,835 | $3,052+58.5% | $4,255+13.6% | $4,296+12.6% |
| Admin fee / account holder | $15,090 | $5,234+188.3% | $6,467+133.4% | $6,918+118.1% |