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 | $35,081 | $54,705-35.9% | $71,209-50.7% | $84,808-58.6% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 130.14% | 35.90%+94.2pp | 282.51%-152.4pp | 40.90%+89.2pp |
| Employer contribution / active EE | $3,118 | $2,158+44.5% | $2,721+14.6% | $2,631+18.5% |
| Participant deferral / active EE | $5,557 | $3,030+83.4% | $4,175+33.1% | $4,212+32.0% |
| Admin fee / account holder | $3,136 | $4,863-35.5% | $5,349-41.4% | $7,344-57.3% |