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 | $55,843 | $102,317-45.4% | $146,958-62.0% | $80,856-30.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.03% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,858 | $3,713-50.0% | $4,933-62.3% | $2,755-32.6% |
| Participant deferral / active EE | $3,676 | $6,644-44.7% | $8,070-54.4% | $4,296-14.4% |
| Admin fee / account holder | $669 | $7,941-91.6% | $12,998-94.9% | $6,918-90.3% |