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 | $55,525 | $214,378-74.1% | $200,582-72.3% | $142,382-61.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.96% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,208 | $6,841-53.1% | $6,419-50.0% | $4,299-25.4% |
| Participant deferral / active EE | $14,683 | $9,865+48.8% | $9,331+57.4% | $6,507+125.6% |
| Admin fee / account holder | $55,736 | $17,692+215.0% | $16,305+241.8% | $12,624+341.5% |