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 | $76,323 | $102,317-25.4% | $146,958-48.1% | $80,856-5.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 30.43% | 134.76%-104.3pp | 418.34%-387.9pp | 35.59%-5.2pp |
| Employer contribution / active EE | $23,133 | $3,713+523.0% | $4,933+369.0% | $2,755+739.7% |
| Participant deferral / active EE | $51,099 | $6,644+669.1% | $8,070+533.2% | $4,296+1089.5% |
| Admin fee / account holder | $23,127 | $7,941+191.2% | $12,998+77.9% | $6,918+234.3% |