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 | $40,428 | $72,071-43.9% | $68,368-40.9% | $137,256-70.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.07% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $4,129 | $2,788+48.1% | $2,649+55.9% | $4,156-0.6% |
| Participant deferral / active EE | $8,771 | $4,410+98.9% | $4,123+112.7% | $6,407+36.9% |
| Admin fee / account holder | $947 | $5,336-82.3% | $5,150-81.6% | $12,270-92.3% |