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 9-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 | $71,658 | $109,327-34.5% | $89,391-19.8% | $158,922-54.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 32.87% | 345.68%-312.8pp | 245.62%-212.7pp | 302.83%-270.0pp |
| Employer contribution / active EE | $1,690 | $3,170-46.7% | $2,586-34.6% | $4,761-64.5% |
| Participant deferral / active EE | $4,166 | $4,598-9.4% | $3,890+7.1% | $5,982-30.4% |
| Admin fee / account holder | $615 | $6,153-90.0% | $4,881-87.4% | $11,246-94.5% |