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 | $35,621 | $54,705-34.9% | $71,209-50.0% | $84,808-58.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.20% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,359 | $2,158+9.3% | $2,721-13.3% | $2,631-10.4% |
| Participant deferral / active EE | $6,394 | $3,030+111.0% | $4,175+53.2% | $4,212+51.8% |
| Admin fee / account holder | $4,729 | $4,863-2.8% | $5,349-11.6% | $7,344-35.6% |