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 | $46,418 | $58,234-20.3% | $81,783-43.2% | $80,874-42.6% |
| Participation rate | 74.7% | 63.4%+11.3pp | 72.4%+2.4pp | 67.6%+7.1pp |
| Annual return | 55.62% | 41.70%+13.9pp | 775.05%-719.4pp | 35.62%+20.0pp |
| Employer contribution / active EE | $6,685 | $2,341+185.5% | $2,913+129.5% | $2,756+142.6% |
| Participant deferral / active EE | $10,977 | $3,283+234.4% | $4,320+154.1% | $4,297+155.5% |
| Admin fee / account holder | $2,642 | $4,982-47.0% | $7,380-64.2% | $6,935-61.9% |