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 | $44,431 | $100,773-55.9% | $88,946-50.0% | $142,382-68.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 28.23% | 70.18%-42.0pp | 57.82%-29.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $3,367 | $2,918+15.4% | $2,555+31.8% | $4,299-21.7% |
| Participant deferral / active EE | $12,494 | $5,230+138.9% | $4,581+172.7% | $6,507+92.0% |
| Admin fee / account holder | $4,838 | $9,693-50.1% | $8,261-41.4% | $12,624-61.7% |