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 | $48,436 | $100,773-51.9% | $88,946-45.5% | $142,382-66.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.49% | 70.18%-44.7pp | 57.82%-32.3pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,766 | $2,918-5.2% | $2,555+8.3% | $4,299-35.7% |
| Participant deferral / active EE | $5,712 | $5,230+9.2% | $4,581+24.7% | $6,507-12.2% |
| Admin fee / account holder | $513 | $9,693-94.7% | $8,261-93.8% | $12,624-95.9% |