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 | $52,191 | $102,317-49.0% | $146,958-64.5% | $80,856-35.5% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 27.71% | 134.76%-107.1pp | 418.34%-390.6pp | 35.59%-7.9pp |
| Employer contribution / active EE | $2,841 | $3,713-23.5% | $4,933-42.4% | $2,755+3.1% |
| Participant deferral / active EE | $15,297 | $6,644+130.2% | $8,070+89.6% | $4,296+256.1% |
| Admin fee / account holder | $1,551 | $7,941-80.5% | $12,998-88.1% | $6,918-77.6% |