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 | $69,170 | $74,888-7.6% | $71,209-2.9% | $142,382-51.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.16% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,355 | $2,854+52.6% | $2,721+60.0% | $4,299+1.3% |
| Participant deferral / active EE | $8,112 | $4,454+82.1% | $4,175+94.3% | $6,507+24.7% |
| Admin fee / account holder | $8,543 | $5,568+53.4% | $5,349+59.7% | $12,624-32.3% |