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 | $60,129 | $102,604-41.4% | $86,188-30.2% | $139,434-56.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 20.04% | 1922.51%-1902.5pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,178 | $3,032-28.2% | $2,380-8.5% | $4,751-54.2% |
| Participant deferral / active EE | $3,105 | $4,676-33.6% | $3,985-22.1% | $6,710-53.7% |
| Admin fee / account holder | $480 | $8,657-94.5% | $6,852-93.0% | $11,403-95.8% |