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 5-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 | $30,413 | $101,618-70.1% | $93,063-67.3% | $137,256-77.8% |
| Participation rate | 94.4% | 74.9%+19.5pp | 72.1%+22.3pp | 80.0%+14.5pp |
| Annual return | 20.44% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $5,473 | $2,707+102.2% | $2,476+121.0% | $4,156+31.7% |
| Participant deferral / active EE | $6,608 | $4,279+54.4% | $3,958+66.9% | $6,407+3.1% |
| Admin fee / account holder | $1,541 | $6,198-75.1% | $6,033-74.5% | $12,270-87.4% |