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 | $50,058 | $105,181-52.4% | $159,436-68.6% | $85,850-41.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.16% | 45.07%-21.9pp | 263.57%-240.4pp | 318.53%-295.4pp |
| Employer contribution / active EE | $4,756 | $3,318+43.3% | $4,829-1.5% | $2,565+85.4% |
| Participant deferral / active EE | $11,098 | $5,945+86.7% | $7,352+50.9% | $3,952+180.8% |
| Admin fee / account holder | $5,672 | $6,933-18.2% | $10,799-47.5% | $6,260-9.4% |