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 | $67,048 | $114,381-41.4% | $107,525-37.6% | $142,382-52.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.35% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,011 | $4,015-25.0% | $3,754-19.8% | $4,299-30.0% |
| Participant deferral / active EE | $10,088 | $5,564+81.3% | $5,116+97.2% | $6,507+55.0% |
| Admin fee / account holder | $4,626 | $9,860-53.1% | $8,919-48.1% | $12,624-63.4% |