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 | $85,894 | $102,317-16.1% | $146,958-41.6% | $80,856+6.2% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 21.69% | 134.76%-113.1pp | 418.34%-396.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $6,367 | $3,713+71.5% | $4,933+29.1% | $2,755+131.1% |
| Participant deferral / active EE | $17,295 | $6,644+160.3% | $8,070+114.3% | $4,296+302.6% |
| Admin fee / account holder | $2,976 | $7,941-62.5% | $12,998-77.1% | $6,918-57.0% |