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 9-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 | $129,569 | $54,350+138.4% | $82,719+56.6% | $68,494+89.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 24.11% | -13.67%+37.8pp | 701.18%-677.1pp | -7.84%+32.0pp |
| Employer contribution / active EE | $2,508 | $2,218+13.1% | $3,009-16.6% | $2,596-3.4% |
| Participant deferral / active EE | $4,297 | $3,246+32.4% | $4,395-2.2% | $4,027+6.7% |
| Admin fee / account holder | $4,603 | $4,395+4.7% | $5,329-13.6% | $5,403-14.8% |