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 4-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 | $66,856 | $100,773-33.7% | $88,946-24.8% | $142,382-53.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.92% | 70.18%-44.3pp | 57.82%-31.9pp | 217.08%-191.2pp |
| Employer contribution / active EE | $12,262 | $2,918+320.3% | $2,555+379.9% | $4,299+185.2% |
| Participant deferral / active EE | $9,552 | $5,230+82.6% | $4,581+108.5% | $6,507+46.8% |
| Admin fee / account holder | $3,948 | $9,693-59.3% | $8,261-52.2% | $12,624-68.7% |