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 | $48,801 | $99,020-50.7% | $86,590-43.6% | $147,584-66.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.44% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,189 | $3,132+33.7% | $2,839+47.5% | $4,876-14.1% |
| Participant deferral / active EE | $5,237 | $3,972+31.8% | $3,609+45.1% | $5,439-3.7% |
| Admin fee / account holder | $18,560 | $5,710+225.0% | $4,906+278.3% | $10,885+70.5% |