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 5-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 | $68,735 | $105,126-34.6% | $94,646-27.4% | $139,434-50.7% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 15.88% | 38.03%-22.2pp | 156.71%-140.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,198 | $4,106-46.5% | $3,672-40.1% | $4,751-53.7% |
| Participant deferral / active EE | $21,465 | $7,599+182.5% | $7,418+189.4% | $6,710+219.9% |
| Admin fee / account holder | $1,353 | $8,984-84.9% | $7,231-81.3% | $11,403-88.1% |