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 | $43,856 | $111,754-60.8% | $103,333-57.6% | $145,922-69.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 76.26% | 24.77%+51.5pp | 24.88%+51.4pp | 561.29%-485.0pp |
| Employer contribution / active EE | $2,069 | $4,212-50.9% | $3,868-46.5% | $4,660-55.6% |
| Participant deferral / active EE | $8,656 | $5,619+54.1% | $5,057+71.2% | $6,688+29.4% |
| Admin fee / account holder | $2,939 | $9,750-69.9% | $8,355-64.8% | $13,397-78.1% |