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 | $41,691 | $105,126-60.3% | $94,646-56.0% | $139,434-70.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 38.03%-24.5pp | 156.71%-143.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,936 | $4,106-4.1% | $3,672+7.2% | $4,751-17.1% |
| Participant deferral / active EE | $15,352 | $7,599+102.0% | $7,418+107.0% | $6,710+128.8% |
| Admin fee / account holder | $23,995 | $8,984+167.1% | $7,231+231.8% | $11,403+110.4% |