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 | $39,661 | $109,327-63.7% | $89,391-55.6% | $158,922-75.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.91% | 345.68%-329.8pp | 245.62%-229.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,348 | $3,170-57.5% | $2,586-47.9% | $4,761-71.7% |
| Participant deferral / active EE | $3,733 | $4,598-18.8% | $3,890-4.0% | $5,982-37.6% |
| Admin fee / account holder | $535 | $6,153-91.3% | $4,881-89.1% | $11,246-95.2% |