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 | $27,237 | $88,751-69.3% | $81,812-66.7% | $145,922-81.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 174.24% | 1025.40%-851.2pp | 773.79%-599.5pp | 561.29%-387.0pp |
| Employer contribution / active EE | $3,090 | $3,083+0.2% | $2,912+6.1% | $4,660-33.7% |
| Participant deferral / active EE | $3,313 | $4,643-28.6% | $4,319-23.3% | $6,688-50.5% |
| Admin fee / account holder | $954 | $8,415-88.7% | $7,386-87.1% | $13,397-92.9% |