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 | $36,123 | $89,753-59.8% | $107,525-66.4% | $84,808-57.4% |
| Participation rate | 97.6% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 18.39% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,156 | $3,113+33.5% | $3,754+10.7% | $2,631+58.0% |
| Participant deferral / active EE | $9,156 | $4,056+125.7% | $5,116+79.0% | $4,212+117.4% |
| Admin fee / account holder | $5,616 | $7,222-22.2% | $8,919-37.0% | $7,344-23.5% |