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 | $56,927 | $100,773-43.5% | $88,946-36.0% | $142,382-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.24% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,901 | $2,918-34.9% | $2,555-25.6% | $4,299-55.8% |
| Participant deferral / active EE | $8,834 | $5,230+68.9% | $4,581+92.8% | $6,507+35.8% |
| Admin fee / account holder | $6,148 | $9,693-36.6% | $8,261-25.6% | $12,624-51.3% |