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 | $41,464 | $70,756-41.4% | $65,493-36.7% | $142,382-70.9% |
| Participation rate | 95.8% | 77.4%+18.5pp | 73.1%+22.7pp | 80.1%+15.7pp |
| Annual return | 21.14% | 1754.89%-1733.8pp | 982.45%-961.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,203 | $2,881+11.2% | $2,574+24.4% | $4,299-25.5% |
| Participant deferral / active EE | $4,605 | $4,637-0.7% | $3,961+16.3% | $6,507-29.2% |
| Admin fee / account holder | $686 | $6,559-89.5% | $5,028-86.4% | $12,624-94.6% |