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 | $37,828 | $102,317-63.0% | $146,958-74.3% | $80,856-53.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.19% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,188 | $3,713+39.7% | $4,933+5.2% | $2,755+88.3% |
| Participant deferral / active EE | $11,791 | $6,644+77.5% | $8,070+46.1% | $4,296+174.5% |
| Admin fee / account holder | $1,826 | $7,941-77.0% | $12,998-85.9% | $6,918-73.6% |