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 | $70,723 | $214,378-67.0% | $200,582-64.7% | $142,382-50.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.85% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,119 | $6,841-25.2% | $6,419-20.2% | $4,299+19.1% |
| Participant deferral / active EE | $4,905 | $9,865-50.3% | $9,331-47.4% | $6,507-24.6% |
| Admin fee / account holder | $7,148 | $17,692-59.6% | $16,305-56.2% | $12,624-43.4% |