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 | $70,907 | $132,634-46.5% | $115,768-38.8% | $137,256-48.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.06% | 160.70%-137.6pp | 100.46%-77.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,527 | $3,360+5.0% | $2,940+20.0% | $4,156-15.1% |
| Participant deferral / active EE | $12,725 | $5,619+126.5% | $4,917+158.8% | $6,407+98.6% |
| Admin fee / account holder | $438 | $15,028-97.1% | $12,439-96.5% | $12,270-96.4% |