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 | $45,744 | $47,479-3.7% | $62,929-27.3% | $82,448-44.5% |
| Participation rate | 92.6% | 66.9%+25.7pp | 73.1%+19.5pp | 68.1%+24.5pp |
| Annual return | 20.95% | 20.34%+0.6pp | 1063.93%-1043.0pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,176 | $1,885+15.4% | $2,505-13.1% | $2,551-14.7% |
| Participant deferral / active EE | $7,232 | $2,870+151.9% | $3,888+86.0% | $4,139+74.7% |
| Admin fee / account holder | $525 | $3,804-86.2% | $5,065-89.6% | $7,234-92.7% |