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 | $54,166 | $114,381-52.6% | $107,525-49.6% | $142,382-62.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.89% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,890 | $4,015+21.8% | $3,754+30.3% | $4,299+13.8% |
| Participant deferral / active EE | $7,878 | $5,564+41.6% | $5,116+54.0% | $6,507+21.1% |
| Admin fee / account holder | $3,510 | $9,860-64.4% | $8,919-60.6% | $12,624-72.2% |