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 7-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 | $62,150 | $102,317-39.3% | $146,958-57.7% | $80,856-23.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.72% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,298 | $3,713+15.8% | $4,933-12.9% | $2,755+56.0% |
| Participant deferral / active EE | $13,631 | $6,644+105.2% | $8,070+68.9% | $4,296+217.3% |
| Admin fee / account holder | $5,826 | $7,941-26.6% | $12,998-55.2% | $6,918-15.8% |