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 | $68,803 | $90,348-23.8% | $75,972-9.4% | $145,922-52.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.01% | 620.88%-607.9pp | 359.55%-346.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,064 | $3,311-67.9% | $2,685-60.4% | $4,660-77.2% |
| Participant deferral / active EE | $2,965 | $5,162-42.6% | $4,255-30.3% | $6,688-55.7% |
| Admin fee / account holder | $1,350 | $8,467-84.1% | $6,467-79.1% | $13,397-89.9% |