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 8-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 | $25,755 | $100,773-74.4% | $88,946-71.0% | $142,382-81.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 18.80% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,285 | $2,918+46.9% | $2,555+67.7% | $4,299-0.3% |
| Participant deferral / active EE | $6,992 | $5,230+33.7% | $4,581+52.6% | $6,507+7.4% |
| Admin fee / account holder | $5,975 | $9,693-38.4% | $8,261-27.7% | $12,624-52.7% |