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 | $58,229 | $54,705+6.4% | $71,209-18.2% | $84,808-31.3% |
| Participation rate | 98.3% | 64.1%+34.2pp | 73.8%+24.6pp | 68.3%+30.0pp |
| Annual return | 25.98% | 35.90%-9.9pp | 282.51%-256.5pp | 40.90%-14.9pp |
| Employer contribution / active EE | $6,648 | $2,158+208.1% | $2,721+144.3% | $2,631+152.7% |
| Participant deferral / active EE | $12,668 | $3,030+318.0% | $4,175+203.4% | $4,212+200.8% |
| Admin fee / account holder | $1,304 | $4,863-73.2% | $5,349-75.6% | $7,344-82.2% |