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 | $84,020 | $114,381-26.5% | $107,525-21.9% | $142,382-41.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.20% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,284 | $4,015+31.6% | $3,754+40.8% | $4,299+22.9% |
| Participant deferral / active EE | $12,556 | $5,564+125.7% | $5,116+145.4% | $6,507+93.0% |
| Admin fee / account holder | $1,831 | $9,860-81.4% | $8,919-79.5% | $12,624-85.5% |