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 | $60,060 | $91,538-34.4% | $129,995-53.8% | $75,163-20.1% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 20.62% | -631.11%+651.7pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,909 | $2,845+37.4% | $4,320-9.5% | $2,670+46.4% |
| Participant deferral / active EE | $6,689 | $4,341+54.1% | $5,820+14.9% | $4,125+62.1% |
| Admin fee / account holder | $646 | $6,790-90.5% | $10,614-93.9% | $5,651-88.6% |