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 | $57,191 | $102,317-44.1% | $146,958-61.1% | $80,856-29.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 18.31% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $6,418 | $3,713+72.8% | $4,933+30.1% | $2,755+133.0% |
| Participant deferral / active EE | $12,882 | $6,644+93.9% | $8,070+59.6% | $4,296+199.9% |
| Admin fee / account holder | $3,967 | $7,941-50.0% | $12,998-69.5% | $6,918-42.7% |