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 9-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 | $56,551 | $58,208-2.8% | $81,812-30.9% | $80,856-30.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.63% | 41.66%-30.0pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,840 | $2,340+21.4% | $2,912-2.5% | $2,755+3.1% |
| Participant deferral / active EE | $4,324 | $3,281+31.8% | $4,319+0.1% | $4,296+0.7% |
| Admin fee / account holder | $6,219 | $4,981+24.8% | $7,386-15.8% | $6,918-10.1% |