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 | $24,812 | $70,756-64.9% | $65,493-62.1% | $142,382-82.6% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 18.04% | 1754.89%-1736.9pp | 982.45%-964.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,558 | $2,881+23.5% | $2,574+38.2% | $4,299-17.2% |
| Participant deferral / active EE | $6,184 | $4,637+33.4% | $3,961+56.1% | $6,507-5.0% |
| Admin fee / account holder | $1,517 | $6,559-76.9% | $5,028-69.8% | $12,624-88.0% |