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 | $82,808 | $90,348-8.3% | $75,972+9.0% | $145,922-43.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $746 | $3,311-77.5% | $2,685-72.2% | $4,660-84.0% |
| Participant deferral / active EE | $9,381 | $5,162+81.7% | $4,255+120.4% | $6,688+40.3% |
| Admin fee / account holder | $615 | $8,467-92.7% | $6,467-90.5% | $13,397-95.4% |