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 | $30,942 | $64,839-52.3% | $95,585-67.6% | $84,808-63.5% |
| Participation rate | 92.9% | 63.8%+29.0pp | 72.1%+20.8pp | 68.3%+24.5pp |
| Annual return | 22.49% | -670.96%+693.4pp | 38.56%-16.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $3,711 | $1,759+111.0% | $2,527+46.9% | $2,631+41.1% |
| Participant deferral / active EE | $6,847 | $2,965+131.0% | $4,023+70.2% | $4,212+62.6% |
| Admin fee / account holder | $1,026 | $5,964-82.8% | $6,127-83.3% | $7,344-86.0% |