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 | $61,047 | $111,754-45.4% | $103,333-40.9% | $145,922-58.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.29% | 24.77%+3.5pp | 24.88%+3.4pp | 561.29%-533.0pp |
| Employer contribution / active EE | $3,017 | $4,212-28.4% | $3,868-22.0% | $4,660-35.3% |
| Participant deferral / active EE | $7,106 | $5,619+26.5% | $5,057+40.5% | $6,688+6.3% |
| Admin fee / account holder | $700 | $9,750-92.8% | $8,355-91.6% | $13,397-94.8% |