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 | $62,002 | $74,888-17.2% | $71,209-12.9% | $142,382-56.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 13.33% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,918 | $2,854+72.3% | $2,721+80.7% | $4,299+14.4% |
| Participant deferral / active EE | $5,862 | $4,454+31.6% | $4,175+40.4% | $6,507-9.9% |
| Admin fee / account holder | $1,640 | $5,568-70.5% | $5,349-69.3% | $12,624-87.0% |