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 | $61,093 | $110,261-44.6% | $95,745-36.2% | $139,434-56.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.08% | 27.11%-5.0pp | 28.35%-6.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $4,148 | $3,257+27.3% | $2,835+46.3% | $4,751-12.7% |
| Participant deferral / active EE | $6,195 | $4,676+32.5% | $4,245+45.9% | $6,710-7.7% |
| Admin fee / account holder | $397 | $6,613-94.0% | $5,678-93.0% | $11,403-96.5% |