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 | $52,755 | $105,126-49.8% | $94,646-44.3% | $139,434-62.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.77% | 38.03%-23.3pp | 156.71%-141.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $488 | $4,106-88.1% | $3,672-86.7% | $4,751-89.7% |
| Participant deferral / active EE | $4,385 | $7,599-42.3% | $7,418-40.9% | $6,710-34.7% |
| Admin fee / account holder | $7,140 | $8,984-20.5% | $7,231-1.3% | $11,403-37.4% |