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 | $49,430 | $88,751-44.3% | $81,812-39.6% | $145,922-66.1% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 12.37% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,007 | $3,083-34.9% | $2,912-31.1% | $4,660-56.9% |
| Participant deferral / active EE | $4,231 | $4,643-8.9% | $4,319-2.0% | $6,688-36.7% |
| Admin fee / account holder | $36,680 | $8,415+335.9% | $7,386+396.6% | $13,397+173.8% |