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 | $44,235 | $93,571-52.7% | $135,903-67.5% | $75,163-41.1% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 71.42% | 30.90%+40.5pp | 68.23%+3.2pp | 160.62%-89.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,480 | $6,404+126.1% | $7,758+86.6% | $4,125+251.0% |
| Admin fee / account holder | $1,031 | $6,975-85.2% | $10,762-90.4% | $5,651-81.8% |