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 | $36,556 | $107,452-66.0% | $91,541-60.1% | $142,382-74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.88% | 22.06%-8.2pp | 20.50%-6.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,461 | $2,994+82.4% | $2,505+118.0% | $4,299+27.0% |
| Participant deferral / active EE | $10,272 | $4,754+116.1% | $4,008+156.3% | $6,507+57.8% |
| Admin fee / account holder | $22,840 | $8,834+158.5% | $6,956+228.3% | $12,624+80.9% |