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 | $55,596 | $61,789-10.0% | $97,167-42.8% | $80,874-31.3% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.7%+13.5pp | 67.6%+18.6pp |
| Annual return | 13.50% | -557.90%+571.4pp | 75.27%-61.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,183 | $1,837+73.3% | $2,729+16.6% | $2,756+15.5% |
| Participant deferral / active EE | $6,266 | $3,028+106.9% | $4,264+47.0% | $4,297+45.8% |
| Admin fee / account holder | $2,148 | $5,168-58.4% | $5,650-62.0% | $6,935-69.0% |