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 4-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 | $54,523 | $100,773-45.9% | $88,946-38.7% | $142,382-61.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.03% | 70.18%-55.1pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,728 | $2,918-6.5% | $2,555+6.8% | $4,299-36.5% |
| Participant deferral / active EE | $8,499 | $5,230+62.5% | $4,581+85.5% | $6,507+30.6% |
| Admin fee / account holder | $5,205 | $9,693-46.3% | $8,261-37.0% | $12,624-58.8% |