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 | $46,016 | $102,317-55.0% | $146,958-68.7% | $80,856-43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 134.36% | 134.76%-0.4pp | 418.34%-284.0pp | 35.59%+98.8pp |
| Employer contribution / active EE | $4,404 | $3,713+18.6% | $4,933-10.7% | $2,755+59.9% |
| Participant deferral / active EE | $10,194 | $6,644+53.4% | $8,070+26.3% | $4,296+137.3% |
| Admin fee / account holder | $1,126 | $7,941-85.8% | $12,998-91.3% | $6,918-83.7% |