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 | $46,013 | $80,812-43.1% | $160,784-71.4% | $82,448-44.2% |
| Participation rate | 96.4% | 66.2%+30.2pp | 77.0%+19.5pp | 68.1%+28.4pp |
| Annual return | 20.55% | 100.59%-80.0pp | 1803.92%-1783.4pp | 41.64%-21.1pp |
| Employer contribution / active EE | $4,124 | $2,174+89.7% | $3,733+10.5% | $2,551+61.7% |
| Participant deferral / active EE | $8,299 | $4,335+91.4% | $6,293+31.9% | $4,139+100.5% |
| Admin fee / account holder | $567 | $7,695-92.6% | $9,717-94.2% | $7,234-92.2% |