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 | $32,550 | $68,346-52.4% | $94,646-65.6% | $75,163-56.7% |
| Participation rate | 92.5% | 76.1%+16.4pp | 80.8%+11.7pp | 67.2%+25.3pp |
| Annual return | 63.62% | 616.93%-553.3pp | 156.71%-93.1pp | 160.62%-97.0pp |
| Employer contribution / active EE | $6,869 | $2,701+154.3% | $3,672+87.1% | $2,670+157.3% |
| Participant deferral / active EE | $12,575 | $6,537+92.4% | $7,418+69.5% | $4,125+204.8% |
| Admin fee / account holder | $2,899 | $5,326-45.6% | $7,231-59.9% | $5,651-48.7% |