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 | $44,423 | $102,317-56.6% | $146,958-69.8% | $80,856-45.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 38.13% | 134.76%-96.6pp | 418.34%-380.2pp | 35.59%+2.5pp |
| Employer contribution / active EE | $3,853 | $3,713+3.8% | $4,933-21.9% | $2,755+39.8% |
| Participant deferral / active EE | $8,115 | $6,644+22.2% | $8,070+0.6% | $4,296+88.9% |
| Admin fee / account holder | $1,844 | $7,941-76.8% | $12,998-85.8% | $6,918-73.3% |