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 | $38,474 | $100,773-61.8% | $88,946-56.7% | $142,382-73.0% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 24.04% | 70.18%-46.1pp | 57.82%-33.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $7,474 | $2,918+156.1% | $2,555+192.5% | $4,299+73.8% |
| Participant deferral / active EE | $10,187 | $5,230+94.8% | $4,581+122.4% | $6,507+56.6% |
| Admin fee / account holder | $1,085 | $9,693-88.8% | $8,261-86.9% | $12,624-91.4% |