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 | $50,766 | $183,519-72.3% | $155,509-67.4% | $145,922-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.68% | 61.17%-36.5pp | 64.67%-40.0pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,897 | $5,313-45.5% | $4,672-38.0% | $4,660-37.8% |
| Participant deferral / active EE | $4,463 | $6,462-30.9% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $2,114 | $19,313-89.1% | $15,912-86.7% | $13,397-84.2% |