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 6-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 | $59,653 | $105,126-43.3% | $94,646-37.0% | $139,434-57.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 38.03%-23.5pp | 156.71%-142.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,656 | $4,106+37.8% | $3,672+54.0% | $4,751+19.1% |
| Participant deferral / active EE | $12,619 | $7,599+66.1% | $7,418+70.1% | $6,710+88.1% |
| Admin fee / account holder | $1,193 | $8,984-86.7% | $7,231-83.5% | $11,403-89.5% |