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 | $60,786 | $100,773-39.7% | $88,946-31.7% | $142,382-57.3% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 19.85% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,961 | $2,918+172.8% | $2,555+211.6% | $4,299+85.2% |
| Participant deferral / active EE | $15,417 | $5,230+194.8% | $4,581+236.5% | $6,507+136.9% |
| Admin fee / account holder | $6,914 | $9,693-28.7% | $8,261-16.3% | $12,624-45.2% |