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 | $55,740 | $111,754-50.1% | $103,333-46.1% | $145,922-61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $12,526 | $4,212+197.3% | $3,868+223.8% | $4,660+168.8% |
| Participant deferral / active EE | $5,615 | $5,619-0.1% | $5,057+11.0% | $6,688-16.0% |
| Admin fee / account holder | $1,766 | $9,750-81.9% | $8,355-78.9% | $13,397-86.8% |