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 | $25,864 | $70,756-63.4% | $65,493-60.5% | $142,382-81.8% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 15.40% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,033 | $2,881-29.4% | $2,574-21.0% | $4,299-52.7% |
| Participant deferral / active EE | $7,307 | $4,637+57.6% | $3,961+84.5% | $6,507+12.3% |
| Admin fee / account holder | $1,052 | $6,559-84.0% | $5,028-79.1% | $12,624-91.7% |