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 | $11,595 | $88,751-86.9% | $81,812-85.8% | $145,922-92.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.04% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,162 | $3,083-29.9% | $2,912-25.8% | $4,660-53.6% |
| Participant deferral / active EE | $2,438 | $4,643-47.5% | $4,319-43.5% | $6,688-63.5% |
| Admin fee / account holder | $3,094 | $8,415-63.2% | $7,386-58.1% | $13,397-76.9% |