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 | $61,001 | $91,538-33.4% | $129,995-53.1% | $75,163-18.8% |
| Participation rate | 96.1% | 71.4%+24.7pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 16.95% | -631.11%+648.1pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,825 | $2,845-35.9% | $4,320-57.8% | $2,670-31.7% |
| Participant deferral / active EE | $3,133 | $4,341-27.8% | $5,820-46.2% | $4,125-24.0% |
| Admin fee / account holder | $12,681 | $6,790+86.7% | $10,614+19.5% | $5,651+124.4% |