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 | $37,999 | $102,317-62.9% | $146,958-74.1% | $80,856-53.0% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 36.29% | 134.76%-98.5pp | 418.34%-382.0pp | 35.59%+0.7pp |
| Employer contribution / active EE | $3,908 | $3,713+5.2% | $4,933-20.8% | $2,755+41.9% |
| Participant deferral / active EE | $8,225 | $6,644+23.8% | $8,070+1.9% | $4,296+91.5% |
| Admin fee / account holder | $4,647 | $7,941-41.5% | $12,998-64.3% | $6,918-32.8% |