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 | $27,981 | $106,515-73.7% | $96,683-71.1% | $139,434-79.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 412.47% | 38.43%+374.0pp | 35.69%+376.8pp | 372.94%+39.5pp |
| Employer contribution / active EE | $2,035 | $4,103-50.4% | $3,737-45.6% | $4,751-57.2% |
| Participant deferral / active EE | $3,668 | $5,454-32.8% | $4,878-24.8% | $6,710-45.3% |
| Admin fee / account holder | $2,298 | $7,877-70.8% | $6,730-65.9% | $11,403-79.8% |