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 | $24,296 | $127,065-80.9% | $113,168-78.5% | $142,382-82.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.63% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,221 | $3,442+51.7% | $2,975+75.5% | $4,299+21.4% |
| Participant deferral / active EE | $4,292 | $5,716-24.9% | $5,107-16.0% | $6,507-34.0% |
| Admin fee / account holder | $48,578 | $15,736+208.7% | $12,068+302.5% | $12,624+284.8% |