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 | $60,990 | $114,381-46.7% | $107,525-43.3% | $142,382-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.06% | 242.71%-223.6pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,411 | $4,015-40.0% | $3,754-35.8% | $4,299-43.9% |
| Participant deferral / active EE | $7,255 | $5,564+30.4% | $5,116+41.8% | $6,507+11.5% |
| Admin fee / account holder | $306 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |