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 4-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 | $62,640 | $100,773-37.8% | $88,946-29.6% | $142,382-56.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.25% | 70.18%-50.9pp | 57.82%-38.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,265 | $2,918+11.9% | $2,555+27.8% | $4,299-24.1% |
| Participant deferral / active EE | $14,245 | $5,230+172.4% | $4,581+210.9% | $6,507+118.9% |
| Admin fee / account holder | $4,633 | $9,693-52.2% | $8,261-43.9% | $12,624-63.3% |