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 | $54,510 | $154,117-64.6% | $129,995-58.1% | $139,434-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.67% | 32.48%-10.8pp | -137.18%+158.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $14,760 | $5,289+179.1% | $4,320+241.7% | $4,751+210.7% |
| Participant deferral / active EE | $9,168 | $6,710+36.6% | $5,820+57.5% | $6,710+36.6% |
| Admin fee / account holder | $3,126 | $14,007-77.7% | $10,614-70.6% | $11,403-72.6% |