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 | $71,570 | $108,172-33.8% | $77,482-7.6% | $158,922-55.0% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 15.32% | 31.67%-16.4pp | 54.79%-39.5pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,387 | $1,325+4.7% | $986+40.6% | $4,761-70.9% |
| Participant deferral / active EE | $2,819 | $2,456+14.8% | $1,861+51.5% | $5,982-52.9% |
| Admin fee / account holder | $42,258 | $3,708+1039.8% | $2,858+1378.7% | $11,246+275.8% |