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 7-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 | $59,056 | $197,591-70.1% | $177,821-66.8% | $158,922-62.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.44% | 58.76%-35.3pp | 48.32%-24.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $10,308 | $6,697+53.9% | $5,918+74.2% | $4,761+116.5% |
| Participant deferral / active EE | $9,886 | $8,405+17.6% | $7,714+28.2% | $5,982+65.3% |
| Admin fee / account holder | $4,899 | $15,399-68.2% | $12,427-60.6% | $11,246-56.4% |