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 4-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 | $77,573 | $111,754-30.6% | $103,333-24.9% | $145,922-46.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.08% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,623 | $4,212-14.0% | $3,868-6.3% | $4,660-22.3% |
| Participant deferral / active EE | $9,881 | $5,619+75.9% | $5,057+95.4% | $6,688+47.7% |
| Admin fee / account holder | $498 | $9,750-94.9% | $8,355-94.0% | $13,397-96.3% |