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 6-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 | $29,886 | $105,126-71.6% | $94,646-68.4% | $139,434-78.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.47% | 38.03%-19.6pp | 156.71%-138.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,960 | $4,106-52.2% | $3,672-46.6% | $4,751-58.7% |
| Participant deferral / active EE | $5,267 | $7,599-30.7% | $7,418-29.0% | $6,710-21.5% |
| Admin fee / account holder | $10,438 | $8,984+16.2% | $7,231+44.4% | $11,403-8.5% |