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 | $42,326 | $96,305-56.1% | $80,569-47.5% | $139,434-69.6% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 14.15% | 1350.08%-1335.9pp | 935.43%-921.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $10,325 | $3,262+216.5% | $2,723+279.1% | $4,751+117.3% |
| Participant deferral / active EE | $3,554 | $5,232-32.1% | $4,447-20.1% | $6,710-47.0% |
| Admin fee / account holder | $26,201 | $6,599+297.1% | $5,377+387.3% | $11,403+129.8% |