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 9-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 | $60,373 | $99,020-39.0% | $86,590-30.3% | $147,584-59.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.10% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,544 | $3,132+13.2% | $2,839+24.8% | $4,876-27.3% |
| Participant deferral / active EE | $7,010 | $3,972+76.5% | $3,609+94.3% | $5,439+28.9% |
| Admin fee / account holder | $4,319 | $5,710-24.4% | $4,906-12.0% | $10,885-60.3% |