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 8-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 | $49,699 | $163,101-69.5% | $136,749-63.7% | $142,382-65.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.17% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,936 | $4,117+19.9% | $3,400+45.2% | $4,299+14.8% |
| Participant deferral / active EE | $19,543 | $5,585+249.9% | $4,692+316.5% | $6,507+200.3% |
| Admin fee / account holder | $7,842 | $14,318-45.2% | $11,386-31.1% | $12,624-37.9% |