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 | $36,732 | $74,888-51.0% | $71,209-48.4% | $142,382-74.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 27.44% | 345.14%-317.7pp | 282.51%-255.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $5,333 | $2,854+86.8% | $2,721+96.0% | $4,299+24.1% |
| Participant deferral / active EE | $9,430 | $4,454+111.7% | $4,175+125.9% | $6,507+44.9% |
| Admin fee / account holder | $1,175 | $5,568-78.9% | $5,349-78.0% | $12,624-90.7% |