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 | $43,818 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 14.26% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,118 | $5,286+34.6% | $4,933+44.3% | $4,660+52.7% |
| Participant deferral / active EE | $14,579 | $8,428+73.0% | $8,070+80.7% | $6,688+118.0% |
| Admin fee / account holder | $10,113 | $15,044-32.8% | $12,998-22.2% | $13,397-24.5% |