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 5-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 | $54,969 | $111,754-50.8% | $103,333-46.8% | $145,922-62.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.78% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,039 | $4,212+19.6% | $3,868+30.3% | $4,660+8.1% |
| Participant deferral / active EE | $7,866 | $5,619+40.0% | $5,057+55.5% | $6,688+17.6% |
| Admin fee / account holder | $502 | $9,750-94.9% | $8,355-94.0% | $13,397-96.3% |