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 | $42,650 | $81,625-47.7% | $167,512-74.5% | $74,304-42.6% |
| Participation rate | 83.3% | 60.0%+23.3pp | 77.1%+6.3pp | 60.3%+23.0pp |
| Annual return | 16.50% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,320 | $2,010+15.4% | $3,882-40.2% | $2,241+3.5% |
| Participant deferral / active EE | $3,823 | $4,115-7.1% | $6,405-40.3% | $3,767+1.5% |
| Admin fee / account holder | $2,234 | $3,474-35.7% | $9,769-77.1% | $2,969-24.8% |